JWM
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Janiczek Wealth Management’s Toyota TM Stock Holding History

Janiczek 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 		$167K Sell
817
-161
-16% -$35.6K 0.04% 210
2024
Q1 		$246K Buy
978
+255
+35% +$56.4K 0.05% 160
2023
Q4 		$133K Buy
723
+256
+55% +$46.7K 0.03% 232
2023
Q3 		$83.9K Buy
467
+77
+20% +$13.1K 0.02% 276
2023
Q2 		$62.7K Sell
390
-77
-16% -$11.1K 0.02% 289
2023
Q1 		$63.5K Sell
467
-34
-7% -$4.78K 0.02% 282
2022
Q4 		$71.3K Sell
501
-84
-14% -$11.7K 0.02% 267
2022
Q3 		$79K Sell
585
-185
-24% -$28.1K 0.03% 238
2022
Q2 		$125K Sell
770
-682
-47% -$113K 0.04% 173
2022
Q1 		$261K Sell
1,452
-176
-11% -$32.9K 0.07% 85
2021
Q4 		$302K Buy
1,628
+23
+1% +$4.14K 0.09% 76
2021
Q3 		$285K Buy
1,605
+339
+27% +$60.5K 0.1% 64
2021
Q2 		$221K Buy
1,266
+49
+4% +$8.04K 0.08% 75
2021
Q1 		$190K Buy
1,217
+157
+15% +$23.7K 0.08% 73
2020
Q4 		$164K Buy
1,060
+817
+336% +$114K 0.08% 72
2020
Q3 		$32K Buy
+243
New +$31.6K 0.02% 121

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

Janiczek Wealth Management's TM Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Toyota (TM) stake by 16% in Q2 2024, selling an estimated $35.6K and leaving 817 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #210.

Janiczek Wealth Management first reported a position in TM in Q3 2020 and has held it in 16 quarters since. The position peaked at $302K in Q4 2021. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Janiczek Wealth Management held 817 shares of Toyota worth $167K as of Q2 2024.
  • Janiczek Wealth Management sold 161 Toyota shares in Q2 2024, an estimated $35.6K.
  • Toyota made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #210 holding.
  • Janiczek Wealth Management first reported a position in Toyota in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Toyota position peaked at $302K in Q4 2021.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.