BKM Wealth Management’s Toast TOST Stock Holding History

BKM 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
2024 Q1	–	Sell	-400	Closed	-$7.3K	–	519
2023 Q4	$7.3K	Buy	+400	New	+$6.56K	﹤0.01%	481

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

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

HCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

BKM Wealth Management's TOST Position: Q1 2024 in Review

BKM Wealth Management sold out of Toast (TOST) in Q1 2024, closing a stake of 400 shares — an estimated $7.3K sold.

BKM Wealth Management first reported a position in TOST in Q4 2023 and held it in 1 quarter. The position peaked at $7.3K in Q4 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

BKM Wealth Management reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 400 Toast shares in Q1 2024, an estimated $7.3K.
BKM Wealth Management first reported a position in Toast in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Toast position peaked at $7.3K in Q4 2023.
474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.