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Wilson & Boucher Capital Management’s Toyota TM Stock Holding History

Wilson & Boucher Capital 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
Q2 		– Sell
-802
Closed -$202K – 112
2024
Q1 		$202K Buy
+802
New +$178K 0.16% 108

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Wilson & Boucher Capital Management's TM Position: Q2 2024 in Review

Wilson & Boucher Capital Management sold out of Toyota (TM) in Q2 2024, closing a stake of 802 shares — an estimated $202K sold.

Wilson & Boucher Capital Management first reported a position in TM in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 599 funds tracked by Wall St. Rank hold TM as of Q2 2024.

  • Wilson & Boucher Capital Management reported no remaining Toyota position as of Q2 2024 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 802 Toyota shares in Q2 2024, an estimated $202K.
  • Wilson & Boucher Capital Management first reported a position in Toyota in Q1 2024 and held it in 1 quarter.
  • Wilson & Boucher Capital Management's Toyota position peaked at $202K in Q1 2024.
  • 599 funds tracked by Wall St. Rank held Toyota as of Q2 2024.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2024, filed 15 Aug 2024.