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Bordeaux Wealth Advisors’s Toast TOST Stock Holding History

Bordeaux 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
2024
Q4 		– Sell
-28,823
Closed -$816K – 172
2024
Q3 		$816K Buy
28,823
+800
+3% +$20.3K 0.15% 68
2024
Q2 		$722K Hold
28,023
– – 0.14% 64
2024
Q1 		$698K Buy
+28,023
New +$580K 0.23% 46

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 $5.72T 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

Bordeaux Wealth Advisors's TOST Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Toast (TOST) in Q4 2024, closing a stake of 28,823 shares — an estimated $816K sold.

Bordeaux Wealth Advisors first reported a position in TOST in Q1 2024 and held it in 3 quarters. The position peaked at $816K in Q3 2024. 631 funds tracked by Wall St. Rank hold TOST as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Toast position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 28,823 Toast shares in Q4 2024, an estimated $816K.
  • Bordeaux Wealth Advisors first reported a position in Toast in Q1 2024 and held it in 3 quarters.
  • Bordeaux Wealth Advisors's Toast position peaked at $816K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Toast as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.