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MFA Wealth Advisors’s Toyota TM Stock Holding History

MFA 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
2024
Q3 		– Sell
-13,003
Closed -$2.67M – 530
2024
Q2 		$2.67M Buy
13,003
+124
+1% +$27.4K 0.58% 37
2024
Q1 		$3.24M Sell
12,879
-252
-2% -$55.8K 0.85% 29
2023
Q4 		$2.41M Buy
13,131
+1,351
+11% +$246K 0.68% 29
2023
Q3 		$2.12M Buy
11,780
+2,955
+33% +$505K 0.66% 30
2023
Q2 		$1.42M Buy
8,825
+3,023
+52% +$435K 0.45% 34
2023
Q1 		$822K Buy
5,802
+3,470
+149% +$488K 0.27% 41
2022
Q4 		$319K Buy
+2,332
New +$325K 0.12% 49

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

MFA Wealth Advisors's TM Position: Q3 2024 in Review

MFA Wealth Advisors sold out of Toyota (TM) in Q3 2024, closing a stake of 13,003 shares — an estimated $2.67M sold.

MFA Wealth Advisors first reported a position in TM in Q4 2022 and held it in 7 quarters. The position peaked at $3.24M in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • MFA Wealth Advisors reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 13,003 Toyota shares in Q3 2024, an estimated $2.67M.
  • MFA Wealth Advisors first reported a position in Toyota in Q4 2022 and held it in 7 quarters.
  • MFA Wealth Advisors's Toyota position peaked at $3.24M in Q1 2024.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on MFA Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.