USCWA
TOST icon

U.S. Capital Wealth Advisors’s Toast TOST Stock Holding History

U.S. Capital 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
2025
Q1 		– Sell
-70,031
Closed -$2.55M – 894
2024
Q4 		$2.55M Sell
70,031
-13,900
-17% -$488K 0.08% 260
2024
Q3 		$2.38M Sell
83,931
-6,500
-7% -$165K 0.08% 219
2024
Q2 		$2.33M Sell
90,431
-5,000
-5% -$121K 0.09% 213
2024
Q1 		$2.38M Sell
95,431
-3,731
-4% -$77.2K 0.09% 207
2023
Q4 		$1.81M Sell
99,162
-366
-0.4% -$6K 0.07% 250
2023
Q3 		$1.86M Sell
99,528
-3,522
-3% -$76.5K 0.08% 208
2023
Q2 		$2.33M Buy
+103,050
New +$2.06M 0.11% 186

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return