Gradient Investments’s DoorDash DASH Stock Holding History

Gradient Investments’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	-5	Closed	-$544	–	526
2024 Q2	$544	Sell	5 -6	-55%	-$723	﹤0.01%	1173
2024 Q1	$1.51K	Sell	11 -3	-21%	-$353	﹤0.01%	858
2023 Q4	$1.38K	Hold	14	–	–	﹤0.01%	1334
2023 Q3	$1.11K	Hold	14	–	–	﹤0.01%	1339
2023 Q2	$1.07K	Buy	+14	New	+$929	﹤0.01%	1345

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Gradient Investments's DASH Position: Q3 2024 in Review

Gradient Investments sold out of DoorDash (DASH) in Q3 2024, closing a stake of 5 shares — an estimated $544 sold.

Gradient Investments first reported a position in DASH in Q2 2023 and held it in 5 quarters. The position peaked at $1.51K in Q1 2024. 696 funds tracked by Wall St. Rank hold DASH as of Q3 2024.

Gradient Investments reported no remaining DoorDash position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 5 DoorDash shares in Q3 2024, an estimated $544.
Gradient Investments first reported a position in DoorDash in Q2 2023 and held it in 5 quarters.
Gradient Investments's DoorDash position peaked at $1.51K in Q1 2024.
696 funds tracked by Wall St. Rank held DoorDash as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.