Wingate Wealth Advisors’s Toyota TM Stock Holding History

Wingate Wealth 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
2025 Q1	–	Sell	-285	Closed	-$55.5K	–	405
2024 Q4	$55.5K	Buy	+285	New	+$50.1K	0.05%	203

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

Wingate Wealth Advisors's TM Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Toyota (TM) in Q1 2025, closing a stake of 285 shares — an estimated $55.5K sold.

Wingate Wealth Advisors first reported a position in TM in Q4 2024 and held it in 1 quarter. The position peaked at $55.5K in Q4 2024. 608 funds tracked by Wall St. Rank hold TM as of Q1 2025.

Wingate Wealth Advisors reported no remaining Toyota position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 285 Toyota shares in Q1 2025, an estimated $55.5K.
Wingate Wealth Advisors first reported a position in Toyota in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Toyota position peaked at $55.5K in Q4 2024.
608 funds tracked by Wall St. Rank held Toyota as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.