AWM
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Atticus Wealth Management’s Toast TOST Stock Holding History

Atticus 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
-165
Closed -$3.01K – 584
2023
Q4 		$3.01K Buy
165
+65
+65% +$1.07K ﹤0.01% 464
2023
Q3 		$1.87K Buy
+100
New +$2.17K ﹤0.01% 506

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

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

Atticus Wealth Management sold out of Toast (TOST) in Q1 2024, closing a stake of 165 shares — an estimated $3.01K sold.

Atticus Wealth Management first reported a position in TOST in Q3 2023 and held it in 2 quarters. The position peaked at $3.01K in Q4 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

  • Atticus Wealth Management reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 165 Toast shares in Q1 2024, an estimated $3.01K.
  • Atticus Wealth Management first reported a position in Toast in Q3 2023 and held it in 2 quarters.
  • Atticus Wealth Management's Toast position peaked at $3.01K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.