Milestone Investment Advisors »

Toast shares owned by Milestone Investment Advisors

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

Historical chart of Milestone Investment Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Milestone Investment 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 Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $19k 1.0k 18.73

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
T. Rowe Price Investment Management
Jpmorgan Chase & Co
State Street Corporation
Geode Capital Management
Alliancebernstein
Goldman Sachs Group
Sumitomo Mitsui Trust Holdings
Qube Research & Technologies
Susquehanna International
Durable Capital Partners

View all funds holding Toast