TCI Wealth Advisors’s Toast TOST Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-1	Closed	-$18	–	2059
2023 Q1	$18	Buy	+1	New	+$20	﹤0.01%	2492

Other funds holding TOST

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

DCP

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

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

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

TCI Wealth Advisors's TOST Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Toast (TOST) in Q2 2023, closing a stake of 1 share — an estimated $18 sold.

TCI Wealth Advisors first reported a position in TOST in Q1 2023 and held it in 1 quarter. The position peaked at $18 in Q1 2023. 395 funds tracked by Wall St. Rank hold TOST as of Q2 2023.

TCI Wealth Advisors reported no remaining Toast position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1 Toast share in Q2 2023, an estimated $18.
TCI Wealth Advisors first reported a position in Toast in Q1 2023 and held it in 1 quarter.
TCI Wealth Advisors's Toast position peaked at $18 in Q1 2023.
395 funds tracked by Wall St. Rank held Toast as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.