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Rockbridge Investment Management’s Toyota TM Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-31
Closed -$5.68K – 572
2023
Q4 		$5.68K Buy
+31
New +$5.65K ﹤0.01% 461
2022
Q3 		– Sell
-31
Closed -$4.78K – 544
2022
Q2 		$4.78K Sell
31
-1
-3% -$165 ﹤0.01% 467
2022
Q1 		$5.77K Buy
32
+27
+540% +$5.05K ﹤0.01% 596
2021
Q4 		$1K Sell
5
-19
-79% -$3.42K ﹤0.01% 777
2021
Q3 		$4K Hold
24
– – ﹤0.01% 630
2021
Q2 		$4K Sell
24
-6
-20% -$985 ﹤0.01% 629
2021
Q1 		$5K Buy
30
+15
+100% +$2.27K ﹤0.01% 586
2020
Q4 		$2K Buy
+15
New +$2.1K ﹤0.01% 646

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Rockbridge Investment Management's TM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Toyota (TM) in Q1 2024, closing a stake of 31 shares — an estimated $5.68K sold.

Rockbridge Investment Management first reported a position in TM in Q4 2020 and held it in 8 quarters. The position peaked at $5.77K in Q1 2022. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 31 Toyota shares in Q1 2024, an estimated $5.68K.
  • Rockbridge Investment Management first reported a position in Toyota in Q4 2020 and held it in 8 quarters.
  • Rockbridge Investment Management's Toyota position peaked at $5.77K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.