KWA
TM icon

Kingswood Wealth Advisors’s Toyota TM Stock Holding History

Kingswood Wealth Advisors’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
2025
Q1 		– Sell
-1,273
Closed -$248K – 818
2024
Q4 		$248K Buy
+1,273
New +$224K 0.02% 671
2024
Q3 		– Sell
-1,270
Closed -$260K – 748
2024
Q2 		$260K Buy
+1,270
New +$281K 0.02% 566

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kingswood Wealth Advisors's TM Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Toyota (TM) in Q1 2025, closing a stake of 1,273 shares — an estimated $248K sold.

Kingswood Wealth Advisors first reported a position in TM in Q2 2024 and held it in 2 quarters. The position peaked at $260K in Q2 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,273 Toyota shares in Q1 2025, an estimated $248K.
  • Kingswood Wealth Advisors first reported a position in Toyota in Q2 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Toyota position peaked at $260K in Q2 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.