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Opal Wealth Advisors’s Toyota TM Stock Holding History

Opal 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
Q3 		– Sell
-142
Closed -$24.5K – 506
2025
Q2 		$24.5K Buy
+142
New +$25.7K 0.01% 526
2024
Q3 		– Sell
-178
Closed -$36.5K – 1074
2024
Q2 		$36.5K Hold
178
– – 0.01% 394
2024
Q1 		$44.8K Buy
+178
New +$39.4K 0.02% 210

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Opal Wealth Advisors's TM Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Toyota (TM) in Q3 2025, closing a stake of 142 shares — an estimated $24.5K sold.

Opal Wealth Advisors first reported a position in TM in Q1 2024 and held it in 3 quarters. The position peaked at $44.8K in Q1 2024. 624 funds tracked by Wall St. Rank hold TM as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Toyota position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 142 Toyota shares in Q3 2025, an estimated $24.5K.
  • Opal Wealth Advisors first reported a position in Toyota in Q1 2024 and held it in 3 quarters.
  • Opal Wealth Advisors's Toyota position peaked at $44.8K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Toyota as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.