SYSTM Wealth Solutions’s Toyota TM Stock Holding History

SYSTM Wealth Solutions’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	-297	Closed	-$60.9K	–	581
2024 Q2	$60.9K	Sell	297 -35	-11%	-$7.74K	0.01%	269
2024 Q1	$83.6K	Hold	332	–	–	0.01%	501
2023 Q4	$60.9K	Buy	+332	New	+$60.5K	0.01%	544

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

SYSTM Wealth Solutions's TM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Toyota (TM) in Q3 2024, closing a stake of 297 shares — an estimated $60.9K sold.

SYSTM Wealth Solutions first reported a position in TM in Q4 2023 and held it in 3 quarters. The position peaked at $83.6K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 297 Toyota shares in Q3 2024, an estimated $60.9K.
SYSTM Wealth Solutions first reported a position in Toyota in Q4 2023 and held it in 3 quarters.
SYSTM Wealth Solutions's Toyota position peaked at $83.6K in Q1 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.