NFG
TOST icon

Next Financial Group’s Toast TOST Stock Holding History

Next Financial Group’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
2021
Q4 		$7K Sell
200
-200
-50% -$9.26K ﹤0.01% 2337
2021
Q3 		$20K Buy
+400
New +$21.9K ﹤0.01% 1805

Other funds holding TOST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LECM
Lead Edge Capital Management New York $408M AUM 4.05% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Next Financial Group's TOST Position: Q4 2021 in Review

Next Financial Group reduced its Toast (TOST) stake by 50% in Q4 2021, selling an estimated $9.26K and leaving 200 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2337.

Next Financial Group first reported a position in TOST in Q3 2021 and has held it in 2 quarters since. The position peaked at $20K in Q3 2021. 161 funds tracked by Wall St. Rank hold TOST as of Q4 2021.

  • Next Financial Group held 200 shares of Toast worth $7K as of Q4 2021.
  • Next Financial Group sold 200 Toast shares in Q4 2021, an estimated $9.26K.
  • Toast made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2337 holding.
  • Next Financial Group first reported a position in Toast in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Toast position peaked at $20K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Toast as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.