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Heritage Wealth Management (Arizona)’s DoorDash DASH Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$586 Buy
12
+6
+100% +$312 ﹤0.01% 1046
2022
Q3 		$0 Buy
+6
New +$401 ﹤0.01% 1029

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DASH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its DoorDash (DASH) stake by 100% in Q4 2022, buying an estimated $312 and bringing the position to 12 shares worth $586. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Heritage Wealth Management (Arizona) first reported a position in DASH in Q3 2022 and has held it in 2 quarters since. 411 funds tracked by Wall St. Rank hold DASH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 12 shares of DoorDash worth $586 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 6 DoorDash shares in Q4 2022, an estimated $312.
  • DoorDash made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1046 holding.
  • Heritage Wealth Management (Arizona) first reported a position in DoorDash in Q3 2022 and has held it in 2 quarters since.
  • 411 funds tracked by Wall St. Rank held DoorDash as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.