Perennial Investment Advisors’s Toyota TM Stock Holding History

Perennial Investment 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	-1,206	Closed	-$215K	–	438
2024 Q3	$215K	Buy	+1,206	New	+$225K	0.03%	353

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

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

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

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

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

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Perennial Investment Advisors's TM Position: Q4 2024 in Review

Perennial Investment Advisors sold out of Toyota (TM) in Q4 2024, closing a stake of 1,206 shares — an estimated $215K sold.

Perennial Investment Advisors first reported a position in TM in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

Perennial Investment Advisors reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
Perennial Investment Advisors sold 1,206 Toyota shares in Q4 2024, an estimated $215K.
Perennial Investment Advisors first reported a position in Toyota in Q3 2024 and held it in 1 quarter.
Perennial Investment Advisors's Toyota position peaked at $215K in Q3 2024.
607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.