CarsonAllaria Wealth Management’s DoorDash DASH Stock Holding History

CarsonAllaria 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
2024 Q4	–	Sell	-41	Closed	-$5.85K	–	358
2024 Q3	$5.85K	Hold	41	–	–	﹤0.01%	299
2024 Q2	$4.46K	Hold	41	–	–	﹤0.01%	298
2024 Q1	$5.65K	Sell	41 -20	-33%	-$2.36K	﹤0.01%	287
2023 Q4	$6.03K	Hold	61	–	–	﹤0.01%	249
2023 Q3	$4.85K	Hold	61	–	–	﹤0.01%	258
2023 Q2	$4.66K	Buy	+61	New	+$4.05K	﹤0.01%	272

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

CarsonAllaria Wealth Management's DASH Position: Q4 2024 in Review

CarsonAllaria Wealth Management sold out of DoorDash (DASH) in Q4 2024, closing a stake of 41 shares — an estimated $5.85K sold.

CarsonAllaria Wealth Management first reported a position in DASH in Q2 2023 and held it in 6 quarters. The position peaked at $6.03K in Q4 2023. 798 funds tracked by Wall St. Rank hold DASH as of Q4 2024.

CarsonAllaria Wealth Management reported no remaining DoorDash position as of Q4 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 41 DoorDash shares in Q4 2024, an estimated $5.85K.
CarsonAllaria Wealth Management first reported a position in DoorDash in Q2 2023 and held it in 6 quarters.
CarsonAllaria Wealth Management's DoorDash position peaked at $6.03K in Q4 2023.
798 funds tracked by Wall St. Rank held DoorDash as of Q4 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.