AWM
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Avior Wealth Management’s DoorDash DASH Stock Holding History

Avior Wealth Management’s Portfolio DASH Stock Details DASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$4.53K – 1118
2024
Q4 		$4.53K Hold
27
– – ﹤0.01% 1886
2024
Q3 		$3.85K Buy
27
+1
+4% +$121 ﹤0.01% 1861
2024
Q2 		$2.83K Sell
26
-229
-90% -$27.6K ﹤0.01% 1876
2024
Q1 		$35.1K Buy
+255
New +$30K ﹤0.01% 1366

Other funds holding DASH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Avior Wealth Management's DASH Position: Q1 2025 in Review

Avior Wealth Management sold out of DoorDash (DASH) in Q1 2025, closing a stake of 27 shares — an estimated $4.53K sold.

Avior Wealth Management first reported a position in DASH in Q1 2024 and held it in 4 quarters. The position peaked at $35.1K in Q1 2024. 875 funds tracked by Wall St. Rank hold DASH as of Q1 2025.

  • Avior Wealth Management reported no remaining DoorDash position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 27 DoorDash shares in Q1 2025, an estimated $4.53K.
  • Avior Wealth Management first reported a position in DoorDash in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's DoorDash position peaked at $35.1K in Q1 2024.
  • 875 funds tracked by Wall St. Rank held DoorDash as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.