SSG
TOST icon

Summit Securities Group’s Toast TOST Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-10,912
Closed -$197K – 1287
2022
Q4 		$197K Buy
+10,912
New +$205K 0.01% 480

Other funds holding TOST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Summit Securities Group's TOST Position: Q1 2023 in Review

Summit Securities Group sold out of Toast (TOST) in Q1 2023, closing a stake of 10,912 shares — an estimated $197K sold.

Summit Securities Group first reported a position in TOST in Q4 2022 and held it in 1 quarter. The position peaked at $197K in Q4 2022. 364 funds tracked by Wall St. Rank hold TOST as of Q1 2023.

  • Summit Securities Group reported no remaining Toast position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 10,912 Toast shares in Q1 2023, an estimated $197K.
  • Summit Securities Group first reported a position in Toast in Q4 2022 and held it in 1 quarter.
  • Summit Securities Group's Toast position peaked at $197K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held Toast as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.