GWA
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GGM Wealth Advisors’s Toast TOST Stock Holding History

GGM Wealth Advisors’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
Q4 		– Sell
-702,318
Closed -$13.2M – 145
2023
Q3 		$13.2M Hold
702,318
– – 5.69% 2
2023
Q2 		$16.5M Hold
702,318
– – 6.69% 2
2023
Q1 		$12.5M Sell
702,318
-39,000
-5% -$769K 7.12% 2
2022
Q4 		$12.9M Hold
741,318
– – 6.66% 2
2022
Q3 		$16.5M Hold
741,318
– – 8.9% 1
2022
Q2 		$10.7M Hold
741,318
– – 5.96% 1
2022
Q1 		$15M Buy
741,318
+661,921
+834% +$14.9M 7.5% 1
2021
Q4 		$2.36M Buy
+79,397
New +$3.67M 1.87% 11

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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

GGM Wealth Advisors's TOST Position: Q4 2023 in Review

GGM Wealth Advisors sold out of Toast (TOST) in Q4 2023, closing a stake of 702,318 shares — an estimated $13.2M sold.

GGM Wealth Advisors first reported a position in TOST in Q4 2021 and held it in 8 quarters. The position peaked at $16.5M in Q2 2023. 442 funds tracked by Wall St. Rank hold TOST as of Q4 2023.

  • GGM Wealth Advisors reported no remaining Toast position as of Q4 2023 after selling out during the quarter.
  • GGM Wealth Advisors sold 702,318 Toast shares in Q4 2023, an estimated $13.2M.
  • GGM Wealth Advisors first reported a position in Toast in Q4 2021 and held it in 8 quarters.
  • GGM Wealth Advisors's Toast position peaked at $16.5M in Q2 2023.
  • 442 funds tracked by Wall St. Rank held Toast as of Q4 2023.

Based on GGM Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.