RJT
TOST icon

Raymond James Trust’s Toast TOST Stock Holding History

Raymond James Trust’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 		$1.17M Buy
41,500
+21,100
+103% +$535K 0.03% 455
2024
Q2 		$526K Buy
20,400
+4,900
+32% +$118K 0.01% 701
2024
Q1 		$386K Buy
+15,500
New +$321K 0.01% 838

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
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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
T. Rowe Price Investment Management
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 Trust's TOST Position: Q3 2024 in Review

Raymond James Trust increased its Toast (TOST) stake by 103% in Q3 2024, buying an estimated $535K and bringing the position to 41,500 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #455.

Raymond James Trust first reported a position in TOST in Q1 2024 and has held it in 3 quarters since. 518 funds tracked by Wall St. Rank hold TOST as of Q3 2024.

  • Raymond James Trust held 41,500 shares of Toast worth $1.17M as of Q3 2024.
  • Raymond James Trust bought 21,100 Toast shares in Q3 2024, an estimated $535K.
  • Toast made up 0.03% of Raymond James Trust's portfolio in Q3 2024, its #455 holding.
  • Raymond James Trust first reported a position in Toast in Q1 2024 and has held it in 3 quarters since.
  • 518 funds tracked by Wall St. Rank held Toast as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.