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Householder Group Estate & Retirement Specialist’s Toyota TM Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$19K Sell
100
-27
-21% -$4.75K 0.01% 296
2024
Q3 		$22K Hold
127
– – 0.01% 668
2024
Q2 		$26K Hold
127
– – 0.01% 621
2024
Q1 		$32K Sell
127
-14
-10% -$3.1K 0.01% 567
2023
Q4 		$25K Buy
141
+27
+24% +$4.92K 0.01% 596
2023
Q3 		$20.6K Buy
+114
New +$19.5K 0.01% 637
2023
Q1 		$16K Buy
+114
New +$16K 0.01% 690
2022
Q4 		– Sell
-114
Closed -$14K – 1061
2022
Q3 		$14K Buy
+114
New +$17.3K 0.01% 661

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Toyota (TM) stake by 21% in Q4 2024, selling an estimated $4.75K and leaving 100 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #296.

Householder Group Estate & Retirement Specialist first reported a position in TM in Q3 2022 and has held it in 8 quarters since. The position peaked at $32K in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 100 shares of Toyota worth $19K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 27 Toyota shares in Q4 2024, an estimated $4.75K.
  • Toyota made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #296 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Toyota in Q3 2022 and has held it in 8 quarters since.
  • Householder Group Estate & Retirement Specialist's Toyota position peaked at $32K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.