GWMIA
TOST icon

Global Wealth Management Investment Advisory’s Toast TOST Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-350
Closed -$6.39K – 406
2023
Q4 		$6.39K Buy
+350
New +$5.74K ﹤0.01% 318

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Global Wealth Management Investment Advisory's TOST Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Toast (TOST) in Q1 2024, closing a stake of 350 shares — an estimated $6.39K sold.

Global Wealth Management Investment Advisory first reported a position in TOST in Q4 2023 and held it in 1 quarter. The position peaked at $6.39K in Q4 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 350 Toast shares in Q1 2024, an estimated $6.39K.
  • Global Wealth Management Investment Advisory first reported a position in Toast in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Toast position peaked at $6.39K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.