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Zynergy Retirement Planning’s Toyota TM Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-22
Closed -$4.28K – 96
2025
Q1 		$4.28K Hold
22
– – ﹤0.01% 97
2024
Q4 		$3.93K Hold
22
– – ﹤0.01% 89
2024
Q3 		$3.93K Hold
22
– – ﹤0.01% 89
2024
Q2 		$4.51K Buy
+22
New +$4.87K ﹤0.01% 100

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zynergy Retirement Planning's TM Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Toyota (TM) in Q2 2025, closing a stake of 22 shares — an estimated $4.28K sold.

Zynergy Retirement Planning first reported a position in TM in Q2 2024 and held it in 4 quarters. The position peaked at $4.51K in Q2 2024. 593 funds tracked by Wall St. Rank hold TM as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Toyota position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 22 Toyota shares in Q2 2025, an estimated $4.28K.
  • Zynergy Retirement Planning first reported a position in Toyota in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Toyota position peaked at $4.51K in Q2 2024.
  • 593 funds tracked by Wall St. Rank held Toyota as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.