SPW
TM icon

Sonoma Private Wealth’s Toyota TM Stock Holding History

Sonoma Private 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
Q4 		– Sell
-2,760
Closed -$493K – 92
2024
Q3 		$493K Sell
2,760
-61
-2% -$11.4K 0.77% 46
2024
Q2 		$578K Sell
2,821
-69
-2% -$15.3K 0.94% 38
2024
Q1 		$727K Sell
2,890
-161
-5% -$35.6K 1.17% 29
2023
Q4 		$559K Sell
3,051
-333
-10% -$60.7K 0.93% 40
2023
Q3 		$608K Sell
3,384
-109
-3% -$18.6K 1.11% 34
2023
Q2 		$562K Buy
3,493
+44
+1% +$6.33K 0.98% 40
2023
Q1 		$489K Buy
3,449
+732
+27% +$103K 0.97% 39
2022
Q4 		$371K Buy
+2,717
New +$379K 0.82% 44

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

Sonoma Private Wealth's TM Position: Q4 2024 in Review

Sonoma Private Wealth sold out of Toyota (TM) in Q4 2024, closing a stake of 2,760 shares — an estimated $493K sold.

Sonoma Private Wealth first reported a position in TM in Q4 2022 and held it in 8 quarters. The position peaked at $727K in Q1 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Sonoma Private Wealth reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 2,760 Toyota shares in Q4 2024, an estimated $493K.
  • Sonoma Private Wealth first reported a position in Toyota in Q4 2022 and held it in 8 quarters.
  • Sonoma Private Wealth's Toyota position peaked at $727K in Q1 2024.
  • 607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Sonoma Private Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.