Simplicity Wealth’s Toyota TM Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-2,096	Closed	-$430K	–	1134
2024 Q2	$430K	Buy	2,096 +16	+0.8%	+$3.54K	0.01%	815
2024 Q1	$523K	Buy	+2,080	New	+$460K	0.01%	718

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplicity Wealth's TM Position: Q3 2024 in Review

Simplicity Wealth sold out of Toyota (TM) in Q3 2024, closing a stake of 2,096 shares — an estimated $430K sold.

Simplicity Wealth first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $523K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

Simplicity Wealth reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 2,096 Toyota shares in Q3 2024, an estimated $430K.
Simplicity Wealth first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Toyota position peaked at $523K in Q1 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.