Kovack Advisors’s Toyota TM Stock Holding History

Kovack 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
2023 Q4	–	Sell	-1,114	Closed	-$200K	–	612
2023 Q3	$200K	Sell	1,114 -344	-24%	-$58.7K	0.03%	493
2023 Q2	$234K	Buy	1,458 +21	+1%	+$3.02K	0.03%	475
2023 Q1	$204K	Buy	+1,437	New	+$202K	0.03%	514
2022 Q3	–	Sell	-1,347	Closed	-$208K	–	635
2022 Q2	$208K	Sell	1,347 -10	-0.7%	-$1.65K	0.03%	563
2022 Q1	$244K	Buy	+1,357	New	+$254K	0.03%	597
2019 Q4	–	Sell	-1,508	Closed	-$203K	–	554
2019 Q3	$203K	Buy	+1,508	New	+$198K	0.04%	421

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WGAM

Wilkinson Global Asset Management New York $1.31B AUM 17.03% 1-Year Est. Return

Kovack Advisors's TM Position: Q4 2023 in Review

Kovack Advisors sold out of Toyota (TM) in Q4 2023, closing a stake of 1,114 shares — an estimated $200K sold.

Kovack Advisors first reported a position in TM in Q3 2019 and held it in 6 quarters. The position peaked at $244K in Q1 2022. 532 funds tracked by Wall St. Rank hold TM as of Q4 2023.

Kovack Advisors reported no remaining Toyota position as of Q4 2023 after selling out during the quarter.
Kovack Advisors sold 1,114 Toyota shares in Q4 2023, an estimated $200K.
Kovack Advisors first reported a position in Toyota in Q3 2019 and held it in 6 quarters.
Kovack Advisors's Toyota position peaked at $244K in Q1 2022.
532 funds tracked by Wall St. Rank held Toyota as of Q4 2023.

Based on Kovack Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.