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Heritage Wealth Management (Arizona)’s Toast TOST Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-426
Closed -$5.51K – 1101
2022
Q2 		$5.51K Buy
426
+386
+965% +$6.4K ﹤0.01% 751
2022
Q1 		$1K Buy
+40
New +$903 ﹤0.01% 961

Other funds holding TOST

T. Rowe Price Associates
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Vanguard Group
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TOST Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Toast (TOST) in Q3 2022, closing a stake of 426 shares — an estimated $5.51K sold.

Heritage Wealth Management (Arizona) first reported a position in TOST in Q1 2022 and held it in 2 quarters. The position peaked at $5.51K in Q2 2022. 285 funds tracked by Wall St. Rank hold TOST as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Toast position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 426 Toast shares in Q3 2022, an estimated $5.51K.
  • Heritage Wealth Management (Arizona) first reported a position in Toast in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Toast position peaked at $5.51K in Q2 2022.
  • 285 funds tracked by Wall St. Rank held Toast as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.