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BDO Wealth Advisors’s Toast TOST Stock Holding History

BDO Wealth Advisors’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
Q2 		$1.23M Sell
54,700
-9,700
-15% -$194K 0.14% 118
2023
Q1 		$1.14M Sell
64,400
-20,000
-24% -$394K 0.14% 120
2022
Q4 		$1.52M Hold
84,400
– – 0.19% 104
2022
Q3 		$1.41M Buy
+84,400
New +$1.46M 0.19% 105

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

BDO Wealth Advisors's TOST Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Toast (TOST) stake by 15% in Q2 2023, selling an estimated $194K and leaving 54,700 shares worth $1.23M. The position accounts for 0.14% of the portfolio, ranked #118.

BDO Wealth Advisors first reported a position in TOST in Q3 2022 and has held it in 4 quarters since. The position peaked at $1.52M in Q4 2022. 395 funds tracked by Wall St. Rank hold TOST as of Q2 2023.

  • BDO Wealth Advisors held 54,700 shares of Toast worth $1.23M as of Q2 2023.
  • BDO Wealth Advisors sold 9,700 Toast shares in Q2 2023, an estimated $194K.
  • Toast made up 0.14% of BDO Wealth Advisors's portfolio in Q2 2023, its #118 holding.
  • BDO Wealth Advisors first reported a position in Toast in Q3 2022 and has held it in 4 quarters since.
  • BDO Wealth Advisors's Toast position peaked at $1.52M in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Toast as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.