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Rise Advisors’s Toast TOST Stock Holding History

Rise 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
Q4 		– Sell
-50
Closed -$1.42K – 1219
2024
Q3 		$1.42K Hold
50
– – ﹤0.01% 1149
2024
Q2 		$1.29K Hold
50
– – ﹤0.01% 1144
2024
Q1 		$1.25K Hold
50
– – ﹤0.01% 1169
2023
Q4 		$913 Hold
50
– – ﹤0.01% 527
2023
Q3 		$937 Buy
+50
New +$1.08K ﹤0.01% 543

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Rise Advisors's TOST Position: Q4 2024 in Review

Rise Advisors sold out of Toast (TOST) in Q4 2024, closing a stake of 50 shares — an estimated $1.42K sold.

Rise Advisors first reported a position in TOST in Q3 2023 and held it in 5 quarters. The position peaked at $1.42K in Q3 2024. 631 funds tracked by Wall St. Rank hold TOST as of Q4 2024.

  • Rise Advisors reported no remaining Toast position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 50 Toast shares in Q4 2024, an estimated $1.42K.
  • Rise Advisors first reported a position in Toast in Q3 2023 and held it in 5 quarters.
  • Rise Advisors's Toast position peaked at $1.42K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held Toast as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.