Wingate Wealth Advisors’s Toast TOST Stock Holding History

Wingate 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	-1,094	Closed	-$39.9K	–	408
2024 Q4	$39.9K	Buy	+1,094	New	+$38.4K	0.04%	239

Other funds holding TOST

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wingate Wealth Advisors's TOST Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Toast (TOST) in Q1 2025, closing a stake of 1,094 shares — an estimated $39.9K sold.

Wingate Wealth Advisors first reported a position in TOST in Q4 2024 and held it in 1 quarter. The position peaked at $39.9K in Q4 2024. 660 funds tracked by Wall St. Rank hold TOST as of Q1 2025.

Wingate Wealth Advisors reported no remaining Toast position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 1,094 Toast shares in Q1 2025, an estimated $39.9K.
Wingate Wealth Advisors first reported a position in Toast in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Toast position peaked at $39.9K in Q4 2024.
660 funds tracked by Wall St. Rank held Toast as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.