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Impact Partnership Wealth’s Toyota TM Stock Holding History

Impact Partnership Wealth’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
Q1 		– Sell
-18
Closed -$3.3K – 860
2023
Q4 		$3.3K Hold
18
– – ﹤0.01% 628
2023
Q3 		$3.24K Sell
18
-47
-72% -$8.03K ﹤0.01% 753
2023
Q2 		$10.4K Buy
+65
New +$9.35K ﹤0.01% 420

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Impact Partnership Wealth's TM Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Toyota (TM) in Q1 2024, closing a stake of 18 shares — an estimated $3.3K sold.

Impact Partnership Wealth first reported a position in TM in Q2 2023 and held it in 3 quarters. The position peaked at $10.4K in Q2 2023. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 18 Toyota shares in Q1 2024, an estimated $3.3K.
  • Impact Partnership Wealth first reported a position in Toyota in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's Toyota position peaked at $10.4K in Q2 2023.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.