KI
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Kapitalo Investimentos’s Toast TOST Stock Holding History

Kapitalo Investimentos’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 		– Sell
-6,191
Closed -$140K – 685
2023
Q2 		$140K Buy
6,191
+1,959
+46% +$39.1K 0.03% 305
2023
Q1 		$75.1K Buy
+4,232
New +$83.5K 0.02% 390

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

Kapitalo Investimentos's TOST Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Toast (TOST) in Q3 2023, closing a stake of 6,191 shares — an estimated $140K sold.

Kapitalo Investimentos first reported a position in TOST in Q1 2023 and held it in 2 quarters. The position peaked at $140K in Q2 2023. 415 funds tracked by Wall St. Rank hold TOST as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Toast position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 6,191 Toast shares in Q3 2023, an estimated $140K.
  • Kapitalo Investimentos first reported a position in Toast in Q1 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Toast position peaked at $140K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Toast as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.