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Cypress Point Wealth Management’s Toast TOST Stock Holding History

Cypress Point 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
2023
Q3 		– Sell
-15,346
Closed -$346K – 54
2023
Q2 		$346K Hold
15,346
– – 0.37% 36
2023
Q1 		$272K Hold
15,346
– – 0.38% 36
2022
Q4 		$277K Hold
15,346
– – 0.43% 33
2022
Q3 		$257K Buy
+15,346
New +$266K 0.48% 21

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Cypress Point Wealth Management's TOST Position: Q3 2023 in Review

Cypress Point Wealth Management sold out of Toast (TOST) in Q3 2023, closing a stake of 15,346 shares — an estimated $346K sold.

Cypress Point Wealth Management first reported a position in TOST in Q3 2022 and held it in 4 quarters. The position peaked at $346K in Q2 2023. 415 funds tracked by Wall St. Rank hold TOST as of Q3 2023.

  • Cypress Point Wealth Management reported no remaining Toast position as of Q3 2023 after selling out during the quarter.
  • Cypress Point Wealth Management sold 15,346 Toast shares in Q3 2023, an estimated $346K.
  • Cypress Point Wealth Management first reported a position in Toast in Q3 2022 and held it in 4 quarters.
  • Cypress Point Wealth Management's Toast position peaked at $346K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Toast as of Q3 2023.

Based on Cypress Point Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.