SIA
TM icon

Schechter Investment Advisors’s Toyota TM Stock Holding History

Schechter 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
2025
Q1 		$616K Sell
3,491
-401
-10% -$74.6K 0.05% 322
2024
Q4 		$757K Sell
3,892
-358
-8% -$63K 0.06% 289
2024
Q3 		$759K Buy
4,250
+79
+2% +$14.8K 0.06% 309
2024
Q2 		$855K Sell
4,171
-127
-3% -$28.1K 0.06% 272
2024
Q1 		$1.08M Buy
4,298
+516
+14% +$114K 0.08% 228
2023
Q4 		$693K Buy
3,782
+195
+5% +$35.5K 0.06% 293
2023
Q3 		$645K Buy
3,587
+269
+8% +$45.9K 0.06% 295
2023
Q2 		$533K Buy
3,318
+1,542
+87% +$222K 0.05% 373
2023
Q1 		$252K Sell
1,776
-1,489
-46% -$209K 0.02% 560
2022
Q4 		$446K Buy
3,265
+1,364
+72% +$190K 0.04% 527
2022
Q3 		$248K Sell
1,901
-440
-19% -$66.7K 0.02% 767
2022
Q2 		$361K Sell
2,341
-274
-10% -$45.3K 0.04% 635
2022
Q1 		$471K Buy
2,615
+167
+7% +$31.2K 0.04% 551
2021
Q4 		$454K Buy
+2,448
New +$440K 0.04% 538

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Schechter Investment Advisors's TM Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Toyota (TM) stake by 10% in Q1 2025, selling an estimated $74.6K and leaving 3,491 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #322.

Schechter Investment Advisors first reported a position in TM in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

  • Schechter Investment Advisors held 3,491 shares of Toyota worth $616K as of Q1 2025.
  • Schechter Investment Advisors sold 401 Toyota shares in Q1 2025, an estimated $74.6K.
  • Toyota made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #322 holding.
  • Schechter Investment Advisors first reported a position in Toyota in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Toyota position peaked at $1.08M in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.