Benjamin F. Edwards & Company’s Toast TOST Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$83K	Buy	+3,200	New	+$77.4K	﹤0.01%	1168
2024 Q1	–	Sell	-60	Closed	-$1K	–	2256
2023 Q4	$1K	Buy	+60	New	+$984	﹤0.01%	2063
2023 Q3	–	Sell	-500	Closed	-$11K	–	1835
2023 Q2	$11K	Hold	500	–	–	﹤0.01%	1403
2023 Q1	$9K	Hold	500	–	–	﹤0.01%	1433
2022 Q4	$9K	Buy	+500	New	+$9.4K	﹤0.01%	1460
2022 Q3	–	Sell	-200	Closed	-$3K	–	1910
2022 Q2	$3K	Buy	+200	New	+$3.31K	﹤0.01%	1652

Other funds holding TOST

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

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

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

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

DCP

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

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

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

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

Benjamin F. Edwards & Company's TOST Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Toast (TOST) in Q2 2024: 3,200 shares worth $83K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in TOST as recently as Q4 2023.

Benjamin F. Edwards & Company first reported a position in TOST in Q2 2022 and has held it in 6 quarters since. 505 funds tracked by Wall St. Rank hold TOST as of Q2 2024.

Benjamin F. Edwards & Company held 3,200 shares of Toast worth $83K as of Q2 2024.
Toast was a new Benjamin F. Edwards & Company position in Q2 2024.
Toast made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1168 holding.
Benjamin F. Edwards & Company first reported a position in Toast in Q2 2022 and has held it in 6 quarters since.
505 funds tracked by Wall St. Rank held Toast as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.