Chico Wealth RIA’s Toast TOST Stock Holding History

Chico Wealth RIA’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
2023 Q1	–	Sell	-10,231	Closed	-$184K	–	26
2022 Q4	$184K	Hold	10,231	–	–	0.21%	20
2022 Q3	$171K	Buy	+10,231	New	+$177K	0.2%	21

Other funds holding TOST

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

HCM

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

GCP

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

Chico Wealth RIA's TOST Position: Q1 2023 in Review

Chico Wealth RIA sold out of Toast (TOST) in Q1 2023, closing a stake of 10,231 shares — an estimated $184K sold.

Chico Wealth RIA first reported a position in TOST in Q3 2022 and held it in 2 quarters. The position peaked at $184K in Q4 2022. 364 funds tracked by Wall St. Rank hold TOST as of Q1 2023.

Chico Wealth RIA reported no remaining Toast position as of Q1 2023 after selling out during the quarter.
Chico Wealth RIA sold 10,231 Toast shares in Q1 2023, an estimated $184K.
Chico Wealth RIA first reported a position in Toast in Q3 2022 and held it in 2 quarters.
Chico Wealth RIA's Toast position peaked at $184K in Q4 2022.
364 funds tracked by Wall St. Rank held Toast as of Q1 2023.

Based on Chico Wealth RIA's 13F filing for Q1 2023, filed 11 May 2023.