New Wave Wealth Advisors’s DoorDash DASH Stock Holding History

New Wave Wealth Advisors’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
2025 Q1	–	Sell	-78	Closed	-$13.1K	–	258
2024 Q4	$13.1K	Buy	+78	New	+$12.8K	0.01%	322

Other funds holding DASH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

New Wave Wealth Advisors's DASH Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of DoorDash (DASH) in Q1 2025, closing a stake of 78 shares — an estimated $13.1K sold.

New Wave Wealth Advisors first reported a position in DASH in Q4 2024 and held it in 1 quarter. The position peaked at $13.1K in Q4 2024. 875 funds tracked by Wall St. Rank hold DASH as of Q1 2025.

New Wave Wealth Advisors reported no remaining DoorDash position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 78 DoorDash shares in Q1 2025, an estimated $13.1K.
New Wave Wealth Advisors first reported a position in DoorDash in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's DoorDash position peaked at $13.1K in Q4 2024.
875 funds tracked by Wall St. Rank held DoorDash as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.