OLVIG
TM icon

Oliver Lagore Vanvalin Investment Group’s Toyota TM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
-23
Closed -$4.71K – 762
2024
Q2 		$4.71K Sell
23
-26
-53% -$5.75K ﹤0.01% 503
2024
Q1 		$12.3K Hold
49
– – ﹤0.01% 388
2023
Q4 		$8.99K Buy
49
+7
+17% +$1.28K ﹤0.01% 425
2023
Q3 		$7.58K Buy
42
+36
+600% +$6.15K ﹤0.01% 487
2023
Q2 		$991 Sell
6
-1
-14% -$144 ﹤0.01% 691
2023
Q1 		$1.01K Sell
7
-1
-13% -$141 ﹤0.01% 623
2022
Q4 		$1.11K Sell
8
-46
-85% -$6.41K ﹤0.01% 590
2022
Q3 		$7K Hold
54
– – ﹤0.01% 399
2022
Q2 		$8K Hold
54
– – ﹤0.01% 365
2022
Q1 		$9K Sell
54
-11,086
-100% -$2.07M 0.01% 349
2021
Q4 		$2.06M Buy
+11,140
New +$2M 0.15% 67

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

Oliver Lagore Vanvalin Investment Group's TM Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Toyota (TM) in Q3 2024, closing a stake of 23 shares — an estimated $4.71K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in TM in Q4 2021 and held it in 11 quarters. The position peaked at $2.06M in Q4 2021. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 23 Toyota shares in Q3 2024, an estimated $4.71K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Toyota in Q4 2021 and held it in 11 quarters.
  • Oliver Lagore Vanvalin Investment Group's Toyota position peaked at $2.06M in Q4 2021.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.