PO
TOST icon

Private Ocean’s Toast TOST Stock Holding History

Private Ocean’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
Q2 		$9.02K Buy
+350
New +$8.46K ﹤0.01% 392
2024
Q1 		– Sell
-350
Closed -$6.39K – 547
2023
Q4 		$6.39K Buy
+350
New +$5.74K ﹤0.01% 401
2023
Q2 		– Sell
-100
Closed -$1.77K – 643
2023
Q1 		$1.77K Hold
100
– – ﹤0.01% 529
2022
Q4 		$1.8K Buy
+100
New +$1.88K ﹤0.01% 485

Other funds holding TOST

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Ocean's TOST Position: Q2 2024 in Review

Private Ocean opened a new position in Toast (TOST) in Q2 2024: 350 shares worth $9.02K. The stake represents ﹤0.01% of the portfolio and ranks #392 among its holdings. This is a return to the name: Private Ocean previously reported a position in TOST as recently as Q4 2023.

Private Ocean first reported a position in TOST in Q4 2022 and has held it in 4 quarters since. 505 funds tracked by Wall St. Rank hold TOST as of Q2 2024.

  • Private Ocean held 350 shares of Toast worth $9.02K as of Q2 2024.
  • Toast was a new Private Ocean position in Q2 2024.
  • Toast made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #392 holding.
  • Private Ocean first reported a position in Toast in Q4 2022 and has held it in 4 quarters since.
  • 505 funds tracked by Wall St. Rank held Toast as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.