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Northwest Financial Advisors’s Toast TOST Stock Holding History

Northwest Financial Advisors’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
-69
Closed -$1.26K – 486
2023
Q4 		$1.26K Buy
+69
New +$1.13K ﹤0.01% 512

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

Northwest Financial Advisors's TOST Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Toast (TOST) in Q1 2024, closing a stake of 69 shares — an estimated $1.26K sold.

Northwest Financial Advisors first reported a position in TOST in Q4 2023 and held it in 1 quarter. The position peaked at $1.26K in Q4 2023. 474 funds tracked by Wall St. Rank hold TOST as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Toast position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 69 Toast shares in Q1 2024, an estimated $1.26K.
  • Northwest Financial Advisors first reported a position in Toast in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Toast position peaked at $1.26K in Q4 2023.
  • 474 funds tracked by Wall St. Rank held Toast as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.