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Laurel Wealth Advisors (North Carolina)’s Toast TOST Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2025
Q1 		– Sell
-1
Closed -$37 – 739
2024
Q4 		$37 Buy
+1
New +$35 ﹤0.01% 730

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TOST Position: Q1 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of Toast (TOST) in Q1 2025, closing a stake of 1 share — an estimated $37 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $37 in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Toast share in Q1 2025, an estimated $37.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Toast in Q4 2024 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Toast position peaked at $37 in Q4 2024.
  • 660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 Apr 2025.