JP Morgan Private Wealth Advisors’s Toast TOST Stock Holding History

JP Morgan Private 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 Q3	$769K	Sell	41,071 -10,422	-20%	-$226K	﹤0.01%	1076
2023 Q2	$1.16M	Sell	51,493 -24,080	-32%	-$481K	0.01%	721
2023 Q1	$1.34M	Buy	75,573 +1,156	+2%	+$22.8K	﹤0.01%	1034
2022 Q4	$1.34M	Sell	74,417 -2,354	-3%	-$44.2K	﹤0.01%	1013
2022 Q3	$1.28M	Buy	76,771 +45,964	+149%	+$797K	﹤0.01%	1024
2022 Q2	$399K	Buy	30,807 +69	+0.2%	+$1.14K	﹤0.01%	1539
2022 Q1	$668K	Buy	+30,738	New	+$694K	﹤0.01%	1402

Other funds holding TOST

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

JP Morgan Private Wealth Advisors's TOST Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Toast (TOST) stake by 20% in Q3 2023, selling an estimated $226K and leaving 41,071 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

JP Morgan Private Wealth Advisors first reported a position in TOST in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.34M in Q4 2022. 415 funds tracked by Wall St. Rank hold TOST as of Q3 2023.

JP Morgan Private Wealth Advisors held 41,071 shares of Toast worth $769K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 10,422 Toast shares in Q3 2023, an estimated $226K.
Toast made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1076 holding.
JP Morgan Private Wealth Advisors first reported a position in Toast in Q1 2022 and has held it in 7 quarters since.
JP Morgan Private Wealth Advisors's Toast position peaked at $1.34M in Q4 2022.
415 funds tracked by Wall St. Rank held Toast as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.