Wipfli Financial Advisors’s Toast TOST Stock Holding History

Wipfli Financial 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
2022 Q3	$10K	Buy	+612	New	+$10.6K	﹤0.01%	1857

Other funds holding TOST

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

GCP

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wipfli Financial Advisors's TOST Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Toast (TOST) in Q3 2022: 612 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1857 among its holdings.

285 funds tracked by Wall St. Rank hold TOST as of Q3 2022.

Wipfli Financial Advisors held 612 shares of Toast worth $10K as of Q3 2022.
Toast was a new Wipfli Financial Advisors position in Q3 2022.
Toast made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1857 holding.
285 funds tracked by Wall St. Rank held Toast as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.