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Wetzel Investment Advisors’s Toyota TM Stock Holding History

Wetzel Investment Advisors’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
-14
Closed -$3.52K – 814
2024
Q2 		$3.52K Hold
14
– – ﹤0.01% 644
2024
Q1 		$3.25K Hold
14
– – ﹤0.01% 760
2023
Q4 		$3K Buy
+14
New +$2.55K ﹤0.01% 815

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wetzel Investment Advisors's TM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Toyota (TM) in Q3 2024, closing a stake of 14 shares — an estimated $3.52K sold.

Wetzel Investment Advisors first reported a position in TM in Q4 2023 and held it in 3 quarters. The position peaked at $3.52K in Q2 2024. 573 funds tracked by Wall St. Rank hold TM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Toyota position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 14 Toyota shares in Q3 2024, an estimated $3.52K.
  • Wetzel Investment Advisors first reported a position in Toyota in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Toyota position peaked at $3.52K in Q2 2024.
  • 573 funds tracked by Wall St. Rank held Toyota as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.