CPA
TOST icon

Capital Performance Advisors’s Toast TOST Stock Holding History

Capital Performance 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
-170
Closed -$4.81K – 2465
2024
Q3 		$4.81K Buy
+170
New +$4.31K ﹤0.01% 1127

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 $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Performance Advisors's TOST Position: Q4 2024 in Review

Capital Performance Advisors sold out of Toast (TOST) in Q4 2024, closing a stake of 170 shares — an estimated $4.81K sold.

Capital Performance Advisors first reported a position in TOST in Q3 2024 and held it in 1 quarter. The position peaked at $4.81K in Q3 2024. 631 funds tracked by Wall St. Rank hold TOST as of Q4 2024.

  • Capital Performance Advisors reported no remaining Toast position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 170 Toast shares in Q4 2024, an estimated $4.81K.
  • Capital Performance Advisors first reported a position in Toast in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Toast position peaked at $4.81K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Toast as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.