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Opal Wealth Advisors’s Toast TOST Stock Holding History

Opal Wealth 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
Q3 		– Sell
-50
Closed -$1.29K – 1078
2024
Q2 		$1.29K Sell
50
-10
-17% -$242 ﹤0.01% 1038
2024
Q1 		$1.5K Buy
+60
New +$1.24K ﹤0.01% 300

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Opal Wealth Advisors's TOST Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Toast (TOST) in Q3 2024, closing a stake of 50 shares — an estimated $1.29K sold.

Opal Wealth Advisors first reported a position in TOST in Q1 2024 and held it in 2 quarters. The position peaked at $1.5K in Q1 2024. 518 funds tracked by Wall St. Rank hold TOST as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Toast position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 50 Toast shares in Q3 2024, an estimated $1.29K.
  • Opal Wealth Advisors first reported a position in Toast in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Toast position peaked at $1.5K in Q1 2024.
  • 518 funds tracked by Wall St. Rank held Toast as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.