Icon Wealth Advisors’s DoorDash DASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,365
Closed -$397K 485
2024
Q4
$397K Buy
2,365
+29
+1% +$4.76K 0.03% 252
2024
Q3
$333K Buy
2,336
+189
+9% +$22.9K 0.03% 277
2024
Q2
$238K Buy
+2,147
New +$259K 0.02% 310

Other funds holding DASH

Icon Wealth Advisors's DASH Position: Q1 2025 in Review

Icon Wealth Advisors sold out of DoorDash (DASH) in Q1 2025, closing a stake of 2,365 shares — an estimated $397K sold.

Icon Wealth Advisors first reported a position in DASH in Q2 2024 and held it in 3 quarters. The position peaked at $397K in Q4 2024. 875 funds tracked by Wall St. Rank hold DASH as of Q1 2025.

  • Icon Wealth Advisors reported no remaining DoorDash position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,365 DoorDash shares in Q1 2025, an estimated $397K.
  • Icon Wealth Advisors first reported a position in DoorDash in Q2 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's DoorDash position peaked at $397K in Q4 2024.
  • 875 funds tracked by Wall St. Rank held DoorDash as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.