FWM
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Focused Wealth Management’s DoorDash DASH Stock Holding History

Focused 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
Q3 		– Sell
-1,100
Closed -$120K – 252
2024
Q2 		$120K Buy
+1,100
New +$133K 0.02% 201
2024
Q1 		– Sell
-1,100
Closed -$109K – 366
2023
Q4 		$109K Hold
1,100
– – 0.02% 191
2023
Q3 		$87.4K Hold
1,100
– – 0.02% 214
2023
Q2 		$84.1K Buy
+1,100
New +$73K 0.02% 230
2023
Q1 		– Sell
-7
Closed -$342 – 1065
2022
Q4 		$342 Buy
+7
New +$363 ﹤0.01% 983

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
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

Focused Wealth Management's DASH Position: Q3 2024 in Review

Focused Wealth Management sold out of DoorDash (DASH) in Q3 2024, closing a stake of 1,100 shares — an estimated $120K sold.

Focused Wealth Management first reported a position in DASH in Q4 2022 and held it in 5 quarters. The position peaked at $120K in Q2 2024. 696 funds tracked by Wall St. Rank hold DASH as of Q3 2024.

  • Focused Wealth Management reported no remaining DoorDash position as of Q3 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,100 DoorDash shares in Q3 2024, an estimated $120K.
  • Focused Wealth Management first reported a position in DoorDash in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's DoorDash position peaked at $120K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held DoorDash as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.