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Wintrust Investments’s Toyota TM Stock Holding History

Wintrust Investments’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
Q4 		$20K Sell
105
-223
-68% -$39.2K 0.02% 399
2024
Q3 		$58K Sell
328
-1,543
-82% -$288K 0.04% 295
2024
Q2 		$383K Hold
1,871
– – 0.03% 330
2024
Q1 		$471K Sell
1,871
-1,275
-41% -$282K 0.04% 296
2023
Q4 		$577K Buy
+3,146
New +$574K 0.06% 250

Other funds holding TM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.86B AUM 39.81% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wintrust Investments's TM Position: Q4 2024 in Review

Wintrust Investments reduced its Toyota (TM) stake by 68% in Q4 2024, selling an estimated $39.2K and leaving 105 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #399.

Wintrust Investments first reported a position in TM in Q4 2023 and has held it in 5 quarters since. The position peaked at $577K in Q4 2023. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • Wintrust Investments held 105 shares of Toyota worth $20K as of Q4 2024.
  • Wintrust Investments sold 223 Toyota shares in Q4 2024, an estimated $39.2K.
  • Toyota made up 0.02% of Wintrust Investments's portfolio in Q4 2024, its #399 holding.
  • Wintrust Investments first reported a position in Toyota in Q4 2023 and has held it in 5 quarters since.
  • Wintrust Investments's Toyota position peaked at $577K in Q4 2023.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.