TWM
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Tradition Wealth Management’s Toyota TM Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-21
Closed -$4K – 1111
2023
Q4 		$4K Hold
21
– – ﹤0.01% 1203
2023
Q3 		$4K Hold
21
– – ﹤0.01% 1257
2023
Q2 		$3K Buy
+21
New +$3.02K ﹤0.01% 1362

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Tradition Wealth Management's TM Position: Q1 2024 in Review

Tradition Wealth Management sold out of Toyota (TM) in Q1 2024, closing a stake of 21 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in TM in Q2 2023 and held it in 3 quarters. The position peaked at $4K in Q4 2023. 613 funds tracked by Wall St. Rank hold TM as of Q1 2024.

  • Tradition Wealth Management reported no remaining Toyota position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 21 Toyota shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in Toyota in Q2 2023 and held it in 3 quarters.
  • Tradition Wealth Management's Toyota position peaked at $4K in Q4 2023.
  • 613 funds tracked by Wall St. Rank held Toyota as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.