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SeaCrest Wealth Management’s Toyota TM Stock Holding History

SeaCrest Wealth 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
Q4 		– Sell
-2,838
Closed -$507K – 701
2024
Q3 		$507K Sell
2,838
-252
-8% -$47.1K 0.05% 334
2024
Q2 		$633K Buy
+3,090
New +$684K 0.07% 270

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

SeaCrest Wealth Management's TM Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Toyota (TM) in Q4 2024, closing a stake of 2,838 shares — an estimated $507K sold.

SeaCrest Wealth Management first reported a position in TM in Q2 2024 and held it in 2 quarters. The position peaked at $633K in Q2 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,838 Toyota shares in Q4 2024, an estimated $507K.
  • SeaCrest Wealth Management first reported a position in Toyota in Q2 2024 and held it in 2 quarters.
  • SeaCrest Wealth Management's Toyota position peaked at $633K in Q2 2024.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.