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Patriot Financial Group Insurance Agency’s Toast TOST Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,585
Closed -$33K – 1820
2022
Q2 		$33K Sell
2,585
-2,725
-51% -$45.2K 0.01% 870
2022
Q1 		$115K Buy
5,310
+700
+15% +$15.8K 0.02% 545
2021
Q4 		$160K Buy
4,610
+4,210
+1,053% +$195K 0.03% 516
2021
Q3 		$20K Buy
+400
New +$21.9K ﹤0.01% 1221

Other funds holding TOST

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TOST Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Toast (TOST) in Q3 2022, closing a stake of 2,585 shares — an estimated $33K sold.

Patriot Financial Group Insurance Agency first reported a position in TOST in Q3 2021 and held it in 4 quarters. The position peaked at $160K in Q4 2021. 285 funds tracked by Wall St. Rank hold TOST as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Toast position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,585 Toast shares in Q3 2022, an estimated $33K.
  • Patriot Financial Group Insurance Agency first reported a position in Toast in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Toast position peaked at $160K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Toast as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.