MF
TOST icon

Montis Financial’s Toast TOST Stock Holding History

Montis 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
Q2 		– Sell
-15,044
Closed -$375K – 89
2024
Q1 		$375K Sell
15,044
-372
-2% -$7.7K 0.18% 57
2023
Q4 		$281K Buy
+15,416
New +$253K 0.17% 57
2023
Q2 		– Sell
-10,728
Closed -$190K – 67
2023
Q1 		$190K Buy
+10,728
New +$212K 0.15% 61

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Montis Financial's TOST Position: Q2 2024 in Review

Montis Financial sold out of Toast (TOST) in Q2 2024, closing a stake of 15,044 shares — an estimated $375K sold.

Montis Financial first reported a position in TOST in Q1 2023 and held it in 3 quarters. The position peaked at $375K in Q1 2024. 505 funds tracked by Wall St. Rank hold TOST as of Q2 2024.

  • Montis Financial reported no remaining Toast position as of Q2 2024 after selling out during the quarter.
  • Montis Financial sold 15,044 Toast shares in Q2 2024, an estimated $375K.
  • Montis Financial first reported a position in Toast in Q1 2023 and held it in 3 quarters.
  • Montis Financial's Toast position peaked at $375K in Q1 2024.
  • 505 funds tracked by Wall St. Rank held Toast as of Q2 2024.

Based on Montis Financial's 13F filing for Q2 2024, filed 7 Aug 2024.