The Family Firm’s Toyota TM Stock Holding History

The Family Firm’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	-846	Closed	-$173K	–	776
2024 Q2	$173K	Hold	846	–	–	0.04%	215
2024 Q1	$213K	Buy	+846	New	+$187K	0.05%	188

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

The Family Firm's TM Position: Q3 2024 in Review

The Family Firm sold out of Toyota (TM) in Q3 2024, closing a stake of 846 shares — an estimated $173K sold.

The Family Firm first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $213K in Q1 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

The Family Firm reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 846 Toyota shares in Q3 2024, an estimated $173K.
The Family Firm first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
The Family Firm's Toyota position peaked at $213K in Q1 2024.
573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.