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Coppell Advisory Solutions’s Toast TOST Stock Holding History

Coppell Advisory Solutions’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
-1,106
Closed -$40.8K – 1723
2024
Q4 		$40.8K Hold
1,106
– – 0.01% 648
2024
Q3 		$31K Hold
1,106
– – ﹤0.01% 701
2024
Q2 		$28.5K Buy
+1,106
New +$26.7K ﹤0.01% 651
2023
Q4 		$20.2K Buy
+1,106
New +$18.1K ﹤0.01% 733

Other funds holding TOST

Capital International Investors
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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 $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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's TOST Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Toast (TOST) in Q1 2025, closing a stake of 1,106 shares — an estimated $40.8K sold.

Coppell Advisory Solutions first reported a position in TOST in Q4 2023 and held it in 4 quarters. The position peaked at $40.8K in Q4 2024. 659 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,106 Toast shares in Q1 2025, an estimated $40.8K.
  • Coppell Advisory Solutions first reported a position in Toast in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Toast position peaked at $40.8K in Q4 2024.
  • 659 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.