AWM
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Apollon Wealth Management’s Toast TOST Stock Holding History

Apollon Wealth Management’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
2024
Q1 		– Sell
-21,544
Closed -$393K – 1163
2023
Q4 		$393K Sell
21,544
-2,158
-9% -$35.4K 0.01% 736
2023
Q3 		$444K Buy
23,702
+2,998
+14% +$65.1K 0.02% 577
2023
Q2 		$467K Buy
20,704
+3
+0% +$60 0.02% 608
2023
Q1 		$367K Buy
20,701
+3,275
+19% +$64.6K 0.02% 621
2022
Q4 		$314K Sell
17,426
-4,024
-19% -$75.6K 0.02% 650
2022
Q3 		$359K Buy
+21,450
New +$372K 0.03% 541

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Apollon Wealth Management's TOST Position: Q1 2024 in Review

Apollon Wealth Management sold out of Toast (TOST) in Q1 2024, closing a stake of 21,544 shares — an estimated $393K sold.

Apollon Wealth Management first reported a position in TOST in Q3 2022 and held it in 6 quarters. The position peaked at $467K in Q2 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

  • Apollon Wealth Management reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 21,544 Toast shares in Q1 2024, an estimated $393K.
  • Apollon Wealth Management first reported a position in Toast in Q3 2022 and held it in 6 quarters.
  • Apollon Wealth Management's Toast position peaked at $467K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on Apollon Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.