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Toast shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Toast (TOST) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Toast by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 60k 18.26
2023-09-30 $830k 44k 18.73
2023-06-30 $411k 18k 22.57
2023-03-31 $292k 16k 17.75
2022-06-30 $43k 3.3k 13.08
2022-03-31 $106k 4.9k 21.78
2021-12-31 $117k 3.4k 34.81
2021-09-30 $8.0k 159 50.31

More positions owned by Captrust Financial Advisors

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Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Toast

Vanguard Group
T. Rowe Price Associates
Durable Capital Partners
Abdiel Capital Advisors
Greenoaks Capital Partners
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Blue Owl Capital Holdings
Jpmorgan Chase & Co
Norges Bank Investment Management
Susquehanna International
Meritage Group
12 West Capital Management
Eventide Asset Management
Atreides Management

View all funds holding Toast