Cassady Schiller Wealth Management’s Toast TOST Stock Holding History

Cassady Schiller 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 Q4	$984	Buy	+27	New	+$949	﹤0.01%	790

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Cassady Schiller Wealth Management's TOST Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Toast (TOST) in Q4 2024: 27 shares worth $984. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings.

631 funds tracked by Wall St. Rank hold TOST as of Q4 2024.

Cassady Schiller Wealth Management held 27 shares of Toast worth $984 as of Q4 2024.
Toast was a new Cassady Schiller Wealth Management position in Q4 2024.
Toast made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #790 holding.
631 funds tracked by Wall St. Rank held Toast as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.