Waldron Private Wealth’s Toyota TM Stock Holding History

Waldron 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
2025 Q1	–	Sell	-1,071	Closed	-$208K	–	420
2024 Q4	$208K	Buy	+1,071	New	+$188K	0.01%	398
2024 Q2	–	Sell	-953	Closed	-$240K	–	441
2024 Q1	$240K	Buy	+953	New	+$211K	0.01%	360

Other funds holding TM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Waldron Private Wealth's TM Position: Q1 2025 in Review

Waldron Private Wealth sold out of Toyota (TM) in Q1 2025, closing a stake of 1,071 shares — an estimated $208K sold.

Waldron Private Wealth first reported a position in TM in Q1 2024 and held it in 2 quarters. The position peaked at $240K in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

Waldron Private Wealth reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
Waldron Private Wealth sold 1,071 Toyota shares in Q1 2025, an estimated $208K.
Waldron Private Wealth first reported a position in Toyota in Q1 2024 and held it in 2 quarters.
Waldron Private Wealth's Toyota position peaked at $240K in Q1 2024.
608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.