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Northwest Financial Advisors’s Toyota TM Stock Holding History

Northwest Financial 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
Q4 		– Sell
-188
Closed -$33.6K – 497
2024
Q3 		$33.6K Buy
+188
New +$35.1K 0.03% 268
2024
Q1 		– Sell
-186
Closed -$34.1K – 481
2023
Q4 		$34.1K Buy
+186
New +$33.9K 0.03% 249

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwest Financial Advisors's TM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Toyota (TM) in Q4 2024, closing a stake of 188 shares — an estimated $33.6K sold.

Northwest Financial Advisors first reported a position in TM in Q4 2023 and held it in 2 quarters. The position peaked at $34.1K in Q4 2023. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 188 Toyota shares in Q4 2024, an estimated $33.6K.
  • Northwest Financial Advisors first reported a position in Toyota in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Toyota position peaked at $34.1K in Q4 2023.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.