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ML&R Wealth Management’s DoorDash DASH Stock Holding History

ML&R 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
2022
Q4 		– Sell
-23,850
Closed -$1.18M – 63
2022
Q3 		$1.18M Buy
+23,850
New +$1.59M 0.4% 21

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $7.73B AUM 2.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ML&R Wealth Management's DASH Position: Q4 2022 in Review

ML&R Wealth Management sold out of DoorDash (DASH) in Q4 2022, closing a stake of 23,850 shares — an estimated $1.18M sold.

ML&R Wealth Management first reported a position in DASH in Q3 2022 and held it in 1 quarter. The position peaked at $1.18M in Q3 2022. 411 funds tracked by Wall St. Rank hold DASH as of Q4 2022.

  • ML&R Wealth Management reported no remaining DoorDash position as of Q4 2022 after selling out during the quarter.
  • ML&R Wealth Management sold 23,850 DoorDash shares in Q4 2022, an estimated $1.18M.
  • ML&R Wealth Management first reported a position in DoorDash in Q3 2022 and held it in 1 quarter.
  • ML&R Wealth Management's DoorDash position peaked at $1.18M in Q3 2022.
  • 411 funds tracked by Wall St. Rank held DoorDash as of Q4 2022.

Based on ML&R Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.