AJ Wealth Strategies’s Toast TOST Stock Holding History

AJ Wealth Strategies’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
2023 Q2	$482K	Buy	21,369 +7,295	+52%	+$146K	0.02%	186
2023 Q1	$250K	Hold	14,074	–	–	0.01%	252
2022 Q4	$254K	Buy	14,074 +2,630	+23%	+$49.4K	0.01%	250
2022 Q3	$191K	Hold	11,444	–	–	0.01%	279
2022 Q2	$148K	Hold	11,444	–	–	0.01%	289
2022 Q1	$249K	Buy	+11,444	New	+$258K	0.01%	277

Other funds holding TOST

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HCM

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

GIM

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

DCP

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

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

GCP

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

AJ Wealth Strategies's TOST Position: Q2 2023 in Review

AJ Wealth Strategies increased its Toast (TOST) stake by 52% in Q2 2023, buying an estimated $146K and bringing the position to 21,369 shares worth $482K. The position accounts for 0.02% of the portfolio, ranked #186.

AJ Wealth Strategies first reported a position in TOST in Q1 2022 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold TOST as of Q2 2023.

AJ Wealth Strategies held 21,369 shares of Toast worth $482K as of Q2 2023.
AJ Wealth Strategies bought 7,295 Toast shares in Q2 2023, an estimated $146K.
Toast made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #186 holding.
AJ Wealth Strategies first reported a position in Toast in Q1 2022 and has held it in 6 quarters since.
395 funds tracked by Wall St. Rank held Toast as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.