Baldwin Wealth Partners’s Toast TOST Stock Holding History

Baldwin Wealth Partners’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 Q4	–	Sell	-200	Closed	-$5.66K	–	940
2024 Q3	$5.66K	Hold	200	–	–	﹤0.01%	865
2024 Q2	$5.15K	Hold	200	–	–	﹤0.01%	590
2024 Q1	$4.98K	Hold	200	–	–	﹤0.01%	594
2023 Q4	$3.65K	Hold	200	–	–	﹤0.01%	640
2023 Q3	$3.75K	Hold	200	–	–	﹤0.01%	649
2023 Q2	$4.51K	Hold	200	–	–	﹤0.01%	655
2023 Q1	$3.55K	Hold	200	–	–	﹤0.01%	701
2022 Q4	$3.61K	Hold	200	–	–	﹤0.01%	686
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	608
2022 Q2	$3K	Buy	+200	New	+$3.31K	﹤0.01%	639
2022 Q1	–	Sell	-200	Closed	-$7K	–	699
2021 Q4	$7K	Buy	+200	New	+$9.26K	﹤0.01%	534

Other funds holding TOST

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baldwin Wealth Partners's TOST Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Toast (TOST) in Q4 2024, closing a stake of 200 shares — an estimated $5.66K sold.

Baldwin Wealth Partners first reported a position in TOST in Q4 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 631 funds tracked by Wall St. Rank hold TOST as of Q4 2024.

Baldwin Wealth Partners reported no remaining Toast position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 200 Toast shares in Q4 2024, an estimated $5.66K.
Baldwin Wealth Partners first reported a position in Toast in Q4 2021 and held it in 11 quarters.
Baldwin Wealth Partners's Toast position peaked at $7K in Q4 2021.
631 funds tracked by Wall St. Rank held Toast as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.