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Chung Wu Investment Group’s Toast TOST Stock Holding History

Chung Wu Investment Group’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
2025
Q1 		– Sell
-6,100
Closed -$222K – 87
2024
Q4 		$222K Buy
+6,100
New +$214K 0.22% 70

Other funds holding TOST

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Chung Wu Investment Group's TOST Position: Q1 2025 in Review

Chung Wu Investment Group sold out of Toast (TOST) in Q1 2025, closing a stake of 6,100 shares — an estimated $222K sold.

Chung Wu Investment Group first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Chung Wu Investment Group reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
  • Chung Wu Investment Group sold 6,100 Toast shares in Q1 2025, an estimated $222K.
  • Chung Wu Investment Group first reported a position in Toast in Q4 2024 and held it in 1 quarter.
  • Chung Wu Investment Group's Toast position peaked at $222K in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Chung Wu Investment Group's 13F filing for Q1 2025, filed 23 Apr 2025.