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Toast shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Toast by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $743k 26k 28.32
2024-06-30 $745k 29k 25.76
2024-03-31 $373k 15k 24.95
2023-12-31 $488k 27k 18.28

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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