Raymond James Financial Services Advisors’s Toast TOST Stock Holding History

Raymond James Financial Services 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	$868K	Buy	30,652 +2,916	+11%	+$73.9K	﹤0.01%	2252
2024 Q2	$715K	Buy	27,736 +4,117	+17%	+$99.5K	﹤0.01%	2294
2024 Q1	$589K	Buy	23,619 +4,722	+25%	+$97.8K	﹤0.01%	2395
2023 Q4	$345K	Sell	18,897 -2,758	-13%	-$45.2K	﹤0.01%	2648
2023 Q3	$406K	Buy	21,655 +4,571	+27%	+$99.2K	﹤0.01%	2450
2023 Q2	$386K	Buy	17,084 +3,334	+24%	+$66.5K	﹤0.01%	2508
2023 Q1	$244K	Buy	+13,750	New	+$271K	﹤0.01%	2770
2022 Q4	–	Sell	-13,930	Closed	-$233K	–	3384
2022 Q3	$233K	Sell	13,930 -8,903	-39%	-$154K	﹤0.01%	2753
2022 Q2	$295K	Buy	+22,833	New	+$378K	﹤0.01%	2605
2022 Q1	–	Sell	-6,937	Closed	-$241K	–	3470
2021 Q4	$241K	Buy	+6,937	New	+$321K	﹤0.01%	2858

Other funds holding TOST

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Raymond James Financial Services Advisors's TOST Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Toast (TOST) stake by 11% in Q3 2024, buying an estimated $73.9K and bringing the position to 30,652 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Raymond James Financial Services Advisors first reported a position in TOST in Q4 2021 and has held it in 10 quarters since. 518 funds tracked by Wall St. Rank hold TOST as of Q3 2024.

Raymond James Financial Services Advisors held 30,652 shares of Toast worth $868K as of Q3 2024.
Raymond James Financial Services Advisors bought 2,916 Toast shares in Q3 2024, an estimated $73.9K.
Toast made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2252 holding.
Raymond James Financial Services Advisors first reported a position in Toast in Q4 2021 and has held it in 10 quarters since.
518 funds tracked by Wall St. Rank held Toast as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.