Icon Wealth Partners’s Toast TOST Stock Holding History

Icon Wealth Partners’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	$186K	Buy	+9,904	New	+$215K	0.02%	300

Other funds holding TOST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Icon Wealth Partners's TOST Position: Q3 2023 in Review

Icon Wealth Partners opened a new position in Toast (TOST) in Q3 2023: 9,904 shares worth $186K. The stake represents 0.02% of the portfolio and ranks #300 among its holdings.

415 funds tracked by Wall St. Rank hold TOST as of Q3 2023.

Icon Wealth Partners held 9,904 shares of Toast worth $186K as of Q3 2023.
Toast was a new Icon Wealth Partners position in Q3 2023.
Toast made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #300 holding.
415 funds tracked by Wall St. Rank held Toast as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.