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Toast shares owned by Aj Wealth Strategies

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

Historical chart of Aj Wealth Strategies investment in Toast

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Toast by Aj Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-06-30 $482k 21k 22.57
2023-03-31 $250k 14k 17.75
2022-12-31 $254k 14k 18.05
2022-09-30 $191k 11k 16.69
2022-06-30 $148k 11k 12.93
2022-03-31 $249k 11k 21.76

More positions owned by Aj Wealth Strategies

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr National Mun Etf (MUB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Aj Wealth Strategies

Top funds holding Toast

Vanguard Group
BlackRock
T. Rowe Price Associates
Durable Capital Partners
HMI Capital
FMR
Abdiel Capital Advisors
Champlain Investment Partners
Greenoaks Capital Partners
Whale Rock Capital Management
T. Rowe Price Investment Management
Sumitomo Mitsui Trust Holdings
Jpmorgan Chase & Co
Nikko Asset Management Americas
Geode Capital Management

View all funds holding Toast