Icon Wealth Advisors »

Toast shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Toast by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 7.5k 28.31
2024-03-31 $338k 14k 24.92
2023-12-31 $257k 14k 18.26

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
T. Rowe Price Associates
BlackRock
BlackRock
Durable Capital Partners
ValueAct Holdings
T. Rowe Price Investment Management
HMI Capital
Abdiel Capital Advisors
Greenoaks Capital Partners
State Street Corporation
Whale Rock Capital Management
Geode Capital Management
Goldman Sachs Group

View all funds holding Toast