LF
TOST icon

Lee Financial’s Toast TOST Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-14
Closed -$256 – 758
2023
Q4 		$256 Sell
14
-79
-85% -$1.3K ﹤0.01% 841
2023
Q3 		$1.74K Hold
93
– – ﹤0.01% 717
2023
Q2 		$2.1K Hold
93
– – ﹤0.01% 649
2023
Q1 		$1.65K Hold
93
– – ﹤0.01% 709
2022
Q4 		$1.68K Hold
93
– – ﹤0.01% 728
2022
Q3 		$2K Buy
+93
New +$1.61K ﹤0.01% 711

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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Lee Financial's TOST Position: Q1 2024 in Review

Lee Financial sold out of Toast (TOST) in Q1 2024, closing a stake of 14 shares — an estimated $256 sold.

Lee Financial first reported a position in TOST in Q3 2022 and held it in 6 quarters. The position peaked at $2.1K in Q2 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

  • Lee Financial reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 14 Toast shares in Q1 2024, an estimated $256.
  • Lee Financial first reported a position in Toast in Q3 2022 and held it in 6 quarters.
  • Lee Financial's Toast position peaked at $2.1K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.