ACG Wealth’s Toast TOST Stock Holding History

ACG Wealth’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-100	Closed	-$1K	–	939
2022 Q2	$1K	Buy	+100	New	+$1.66K	﹤0.01%	888

Other funds holding TOST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

ACG Wealth's TOST Position: Q3 2022 in Review

ACG Wealth sold out of Toast (TOST) in Q3 2022, closing a stake of 100 shares — an estimated $1K sold.

ACG Wealth first reported a position in TOST in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 285 funds tracked by Wall St. Rank hold TOST as of Q3 2022.

ACG Wealth reported no remaining Toast position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 100 Toast shares in Q3 2022, an estimated $1K.
ACG Wealth first reported a position in Toast in Q2 2022 and held it in 1 quarter.
ACG Wealth's Toast position peaked at $1K in Q2 2022.
285 funds tracked by Wall St. Rank held Toast as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.