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Kelly Financial Services’s Toyota TM Stock Holding History

Kelly Financial Services’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
-18
Closed -$3.77K – 691
2024
Q2 		$3.77K Hold
18
– – ﹤0.01% 521
2024
Q1 		$4.59K Hold
18
– – ﹤0.01% 510
2023
Q4 		$3.34K Hold
18
– – ﹤0.01% 523
2023
Q3 		$3.25K Hold
18
– – ﹤0.01% 499
2023
Q2 		$2.91K Buy
18
+1
+6% +$144 ﹤0.01% 517
2023
Q1 		$2.4K Sell
17
-16
-48% -$2.25K ﹤0.01% 509
2022
Q4 		$4.49K Buy
33
+1
+3% +$139 ﹤0.01% 415
2022
Q3 		$4.14K Hold
32
– – ﹤0.01% 421
2022
Q2 		$4.9K Buy
32
+1
+3% +$165 ﹤0.01% 405
2022
Q1 		$5.52K Hold
31
– – ﹤0.01% 414
2021
Q4 		$5.67K Buy
31
+8
+35% +$1.44K ﹤0.01% 419
2021
Q3 		$4.17K Sell
23
-4,083
-99% -$729K ﹤0.01% 447
2021
Q2 		$23K Buy
4,106
+4,083
+17,752% +$670K ﹤0.01% 537
2021
Q1 		$3.64K Hold
23
– – ﹤0.01% 447
2020
Q4 		$3.61K Sell
23
-20
-47% -$2.8K ﹤0.01% 411
2020
Q3 		$5.72K Hold
43
– – ﹤0.01% 320
2020
Q2 		$5.42K Buy
43
+30
+231% +$3.72K ﹤0.01% 324
2020
Q1 		$1.56K Hold
13
– – ﹤0.01% 410
2019
Q4 		$1.82K Hold
13
– – ﹤0.01% 422
2019
Q3 		$1.73K Hold
13
– – ﹤0.01% 412
2019
Q2 		$1.59K Hold
13
– – ﹤0.01% 396
2019
Q1 		$1.49K Buy
+13
New +$1.57K ﹤0.01% 398

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kelly Financial Services's TM Position: Q3 2024 in Review

Kelly Financial Services sold out of Toyota (TM) in Q3 2024, closing a stake of 18 shares — an estimated $3.77K sold.

Kelly Financial Services first reported a position in TM in Q1 2019 and held it in 22 quarters. The position peaked at $23K in Q2 2021. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Kelly Financial Services reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 18 Toyota shares in Q3 2024, an estimated $3.77K.
  • Kelly Financial Services first reported a position in Toyota in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Toyota position peaked at $23K in Q2 2021.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.