SWS
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SYSTM Wealth Solutions’s Toast TOST Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-43,649
Closed -$985K – 493
2023
Q2 		$985K Buy
43,649
+3,621
+9% +$72.3K 0.13% 199
2023
Q1 		$710K Buy
+40,028
New +$789K 0.11% 227

Other funds holding TOST

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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

SYSTM Wealth Solutions's TOST Position: Q3 2023 in Review

SYSTM Wealth Solutions sold out of Toast (TOST) in Q3 2023, closing a stake of 43,649 shares — an estimated $985K sold.

SYSTM Wealth Solutions first reported a position in TOST in Q1 2023 and held it in 2 quarters. The position peaked at $985K in Q2 2023. 415 funds tracked by Wall St. Rank hold TOST as of Q3 2023.

  • SYSTM Wealth Solutions reported no remaining Toast position as of Q3 2023 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 43,649 Toast shares in Q3 2023, an estimated $985K.
  • SYSTM Wealth Solutions first reported a position in Toast in Q1 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Toast position peaked at $985K in Q2 2023.
  • 415 funds tracked by Wall St. Rank held Toast as of Q3 2023.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.