Evoke Wealth’s Toast TOST Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-921	Closed	-$20K	–	1249
2022 Q1	$20K	Hold	921	–	–	﹤0.01%	658
2021 Q4	$32K	Buy	+921	New	+$42.6K	﹤0.01%	600

Other funds holding TOST

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

GIM

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

GCP

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

DCP

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

LECM

Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Evoke Wealth's TOST Position: Q2 2022 in Review

Evoke Wealth sold out of Toast (TOST) in Q2 2022, closing a stake of 921 shares — an estimated $20K sold.

Evoke Wealth first reported a position in TOST in Q4 2021 and held it in 2 quarters. The position peaked at $32K in Q4 2021. 239 funds tracked by Wall St. Rank hold TOST as of Q2 2022.

Evoke Wealth reported no remaining Toast position as of Q2 2022 after selling out during the quarter.
Evoke Wealth sold 921 Toast shares in Q2 2022, an estimated $20K.
Evoke Wealth first reported a position in Toast in Q4 2021 and held it in 2 quarters.
Evoke Wealth's Toast position peaked at $32K in Q4 2021.
239 funds tracked by Wall St. Rank held Toast as of Q2 2022.

Based on Evoke Wealth's 13F filing for Q2 2022, filed 4 Aug 2022.