BerganKDV Wealth Management’s DoorDash DASH Stock Holding History

BerganKDV 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
2023 Q2	$918	Sell	12 -5	-29%	-$332	﹤0.01%	766
2023 Q1	$1.08K	Sell	17 -2	-11%	-$115	﹤0.01%	892
2022 Q4	$928	Buy	19 +13	+217%	+$675	﹤0.01%	892
2022 Q3	$0	Sell	6 -4	-40%	-$267	﹤0.01%	985
2022 Q2	$1K	Buy	+10	New	+$794	﹤0.01%	884
2021 Q4	–	Sell	-4	Closed	-$1K	–	1068
2021 Q3	$1K	Buy	4 +1	+33%	+$191	﹤0.01%	949
2021 Q2	$1K	Buy	+3	New	+$440	﹤0.01%	895

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SIAU

SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return

Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BerganKDV Wealth Management's DASH Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its DoorDash (DASH) stake by 29% in Q2 2023, selling an estimated $332 and leaving 12 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #766.

BerganKDV Wealth Management first reported a position in DASH in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.08K in Q1 2023. 452 funds tracked by Wall St. Rank hold DASH as of Q2 2023.

BerganKDV Wealth Management held 12 shares of DoorDash worth $918 as of Q2 2023.
BerganKDV Wealth Management sold 5 DoorDash shares in Q2 2023, an estimated $332.
DoorDash made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #766 holding.
BerganKDV Wealth Management first reported a position in DoorDash in Q2 2021 and has held it in 7 quarters since.
BerganKDV Wealth Management's DoorDash position peaked at $1.08K in Q1 2023.
452 funds tracked by Wall St. Rank held DoorDash as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.