CFM
TOST icon

Comprehensive Financial Management’s Toast TOST Stock Holding History

Comprehensive Financial 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
2022
Q3 		– Sell
-25,987
Closed -$336K – 59
2022
Q2 		$336K Buy
+25,987
New +$431K 0.01% 43

Other funds holding TOST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Comprehensive Financial Management's TOST Position: Q3 2022 in Review

Comprehensive Financial Management sold out of Toast (TOST) in Q3 2022, closing a stake of 25,987 shares — an estimated $336K sold.

Comprehensive Financial Management first reported a position in TOST in Q2 2022 and held it in 1 quarter. The position peaked at $336K in Q2 2022. 285 funds tracked by Wall St. Rank hold TOST as of Q3 2022.

  • Comprehensive Financial Management reported no remaining Toast position as of Q3 2022 after selling out during the quarter.
  • Comprehensive Financial Management sold 25,987 Toast shares in Q3 2022, an estimated $336K.
  • Comprehensive Financial Management first reported a position in Toast in Q2 2022 and held it in 1 quarter.
  • Comprehensive Financial Management's Toast position peaked at $336K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Toast as of Q3 2022.

Based on Comprehensive Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.