Baystate Wealth Management’s Toast TOST Stock Holding History

Baystate 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
2023 Q4	$44.5K	Buy	2,435 +896	+58%	+$14.7K	﹤0.01%	404
2023 Q3	$28.8K	Buy	+1,539	New	+$33.4K	﹤0.01%	421
2022 Q3	–	Sell	-514	Closed	-$7K	–	939
2022 Q2	$7K	Hold	514	–	–	﹤0.01%	632
2022 Q1	$11K	Hold	514	–	–	﹤0.01%	572
2021 Q4	$18K	Buy	+514	New	+$23.8K	﹤0.01%	488

Other funds holding TOST

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

HCM

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 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

GIM

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

Baystate Wealth Management's TOST Position: Q4 2023 in Review

Baystate Wealth Management increased its Toast (TOST) stake by 58% in Q4 2023, buying an estimated $14.7K and bringing the position to 2,435 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Baystate Wealth Management first reported a position in TOST in Q4 2021 and has held it in 5 quarters since. 442 funds tracked by Wall St. Rank hold TOST as of Q4 2023.

Baystate Wealth Management held 2,435 shares of Toast worth $44.5K as of Q4 2023.
Baystate Wealth Management bought 896 Toast shares in Q4 2023, an estimated $14.7K.
Toast made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #404 holding.
Baystate Wealth Management first reported a position in Toast in Q4 2021 and has held it in 5 quarters since.
442 funds tracked by Wall St. Rank held Toast as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.