Strategic Planning Group’s Toyota TM Stock Holding History

Strategic Planning Group’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 Q2	–	Sell	-3,217	Closed	-$810K	–	110
2024 Q1	$810K	Buy	3,217 +517	+19%	+$114K	0.2%	95
2023 Q4	$495K	Buy	+2,700	New	+$492K	0.16%	106

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Strategic Planning Group's TM Position: Q2 2024 in Review

Strategic Planning Group sold out of Toyota (TM) in Q2 2024, closing a stake of 3,217 shares — an estimated $810K sold.

Strategic Planning Group first reported a position in TM in Q4 2023 and held it in 2 quarters. The position peaked at $810K in Q1 2024. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

Strategic Planning Group reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
Strategic Planning Group sold 3,217 Toyota shares in Q2 2024, an estimated $810K.
Strategic Planning Group first reported a position in Toyota in Q4 2023 and held it in 2 quarters.
Strategic Planning Group's Toyota position peaked at $810K in Q1 2024.
599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.