IBEX Wealth Advisors’s Toyota TM Stock Holding History

IBEX Wealth Advisors’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 Q3	–	Sell	-181	Closed	-$37.1K	–	254
2024 Q2	$37.1K	Buy	+181	New	+$40K	0.01%	172
2017 Q1	–	Sell	-10	Closed	-$1K	–	354
2016 Q4	$1K	Buy	+10	New	+$1.17K	﹤0.01%	448

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IBEX Wealth Advisors's TM Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Toyota (TM) in Q3 2024, closing a stake of 181 shares — an estimated $37.1K sold.

IBEX Wealth Advisors first reported a position in TM in Q4 2016 and held it in 2 quarters. The position peaked at $37.1K in Q2 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

IBEX Wealth Advisors reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 181 Toyota shares in Q3 2024, an estimated $37.1K.
IBEX Wealth Advisors first reported a position in Toyota in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Toyota position peaked at $37.1K in Q2 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.