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Jamison Private Wealth Management’s Toyota TM Stock Holding History

Jamison Private 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
Q4 		– Sell
-168
Closed -$30K – 442
2024
Q3 		$30K Buy
168
+126
+300% +$23.5K ﹤0.01% 282
2024
Q2 		$8.61K Hold
42
– – ﹤0.01% 327
2024
Q1 		$10.6K Buy
+42
New +$9.3K ﹤0.01% 327

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

Jamison Private Wealth Management's TM Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Toyota (TM) in Q4 2024, closing a stake of 168 shares — an estimated $30K sold.

Jamison Private Wealth Management first reported a position in TM in Q1 2024 and held it in 3 quarters. The position peaked at $30K in Q3 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 168 Toyota shares in Q4 2024, an estimated $30K.
  • Jamison Private Wealth Management first reported a position in Toyota in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Toyota position peaked at $30K in Q3 2024.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.