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WR Wealth Planners’s Toyota TM Stock Holding History

WR Wealth Planners’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 		$1.95K Sell
10
-65
-87% -$11.4K ﹤0.01% 864
2024
Q3 		$13.4K Hold
75
– – ﹤0.01% 582
2024
Q2 		$15.4K Hold
75
– – ﹤0.01% 496
2024
Q1 		$18.9K Buy
+75
New +$16.6K 0.01% 462
2023
Q3 		– Sell
-21
Closed -$3.38K – 948
2023
Q2 		$3.38K Sell
21
-20
-49% -$2.88K ﹤0.01% 726
2023
Q1 		$5.81K Buy
+41
New +$5.76K ﹤0.01% 663

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

WR Wealth Planners's TM Position: Q4 2024 in Review

WR Wealth Planners reduced its Toyota (TM) stake by 87% in Q4 2024, selling an estimated $11.4K and leaving 10 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

WR Wealth Planners first reported a position in TM in Q1 2023 and has held it in 6 quarters since. The position peaked at $18.9K in Q1 2024. 608 funds tracked by Wall St. Rank hold TM as of Q4 2024.

  • WR Wealth Planners held 10 shares of Toyota worth $1.95K as of Q4 2024.
  • WR Wealth Planners sold 65 Toyota shares in Q4 2024, an estimated $11.4K.
  • Toyota made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #864 holding.
  • WR Wealth Planners first reported a position in Toyota in Q1 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Toyota position peaked at $18.9K in Q1 2024.
  • 608 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.