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Pacific Capital Wealth Advisors’s DoorDash DASH Stock Holding History

Pacific Capital 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
2024
Q3 		– Sell
-36
Closed -$3.92K – 517
2024
Q2 		$3.92K Buy
+36
New +$4.34K ﹤0.01% 405

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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

Pacific Capital Wealth Advisors's DASH Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of DoorDash (DASH) in Q3 2024, closing a stake of 36 shares — an estimated $3.92K sold.

Pacific Capital Wealth Advisors first reported a position in DASH in Q2 2024 and held it in 1 quarter. The position peaked at $3.92K in Q2 2024. 696 funds tracked by Wall St. Rank hold DASH as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining DoorDash position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 36 DoorDash shares in Q3 2024, an estimated $3.92K.
  • Pacific Capital Wealth Advisors first reported a position in DoorDash in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's DoorDash position peaked at $3.92K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held DoorDash as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.