Jamison Private Wealth Management’s DoorDash DASH Stock Holding History

Jamison Private 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	-17	Closed	-$2.43K	–	268
2024 Q3	$2.43K	Sell	17 -14	-45%	-$1.7K	﹤0.01%	415
2024 Q2	$3.37K	Hold	31	–	–	﹤0.01%	371
2024 Q1	$4.27K	Hold	31	–	–	﹤0.01%	365
2023 Q4	$3.07K	Hold	31	–	–	﹤0.01%	359
2023 Q3	$2.46K	Buy	+31	New	+$2.52K	﹤0.01%	357

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

Jamison Private Wealth Management's DASH Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of DoorDash (DASH) in Q4 2024, closing a stake of 17 shares — an estimated $2.43K sold.

Jamison Private Wealth Management first reported a position in DASH in Q3 2023 and held it in 5 quarters. The position peaked at $4.27K in Q1 2024. 798 funds tracked by Wall St. Rank hold DASH as of Q4 2024.

Jamison Private Wealth Management reported no remaining DoorDash position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 17 DoorDash shares in Q4 2024, an estimated $2.43K.
Jamison Private Wealth Management first reported a position in DoorDash in Q3 2023 and held it in 5 quarters.
Jamison Private Wealth Management's DoorDash position peaked at $4.27K in Q1 2024.
798 funds tracked by Wall St. Rank held DoorDash as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.