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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return