Pinnacle Private Wealth’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.13M Sell
87,050
-9,550
-10% -$158K 0.44% 63
2022
Q1
$2.1M Buy
+96,600
New +$2.18M 0.65% 36

Other funds holding TOST

Pinnacle Private Wealth's TOST Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Toast (TOST) stake by 9.9% in Q2 2022, selling an estimated $158K and leaving 87,050 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #63.

Pinnacle Private Wealth first reported a position in TOST in Q1 2022 and has held it in 2 quarters since. The position peaked at $2.1M in Q1 2022. 239 funds tracked by Wall St. Rank hold TOST as of Q2 2022.

  • Pinnacle Private Wealth held 87,050 shares of Toast worth $1.13M as of Q2 2022.
  • Pinnacle Private Wealth sold 9,550 Toast shares in Q2 2022, an estimated $158K.
  • Toast made up 0.44% of Pinnacle Private Wealth's portfolio in Q2 2022, its #63 holding.
  • Pinnacle Private Wealth first reported a position in Toast in Q1 2022 and has held it in 2 quarters since.
  • Pinnacle Private Wealth's Toast position peaked at $2.1M in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Toast as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.