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ICA Group Wealth Management’s Toyota TM Stock Holding History

ICA Group Wealth Management’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
Q2 		$4.92K Sell
24
-230
-91% -$50.9K ﹤0.01% 587
2024
Q1 		$63.9K Sell
254
-45
-15% -$9.96K 0.01% 493
2023
Q4 		$54.7K Buy
+299
New +$54.5K 0.01% 494
2023
Q3 		– Sell
-298
Closed -$47.9K – 1127
2023
Q2 		$47.9K Buy
298
+1
+0.3% +$144 0.01% 499
2023
Q1 		$42.1K Hold
297
– – 0.01% 521
2022
Q4 		$40.6K Buy
+297
New +$41.4K 0.01% 559

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

ICA Group Wealth Management's TM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Toyota (TM) stake by 91% in Q2 2024, selling an estimated $50.9K and leaving 24 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

ICA Group Wealth Management first reported a position in TM in Q4 2022 and has held it in 6 quarters since. The position peaked at $63.9K in Q1 2024. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • ICA Group Wealth Management held 24 shares of Toyota worth $4.92K as of Q2 2024.
  • ICA Group Wealth Management sold 230 Toyota shares in Q2 2024, an estimated $50.9K.
  • Toyota made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #587 holding.
  • ICA Group Wealth Management first reported a position in Toyota in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Toyota position peaked at $63.9K in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.