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TCI Wealth Advisors’s DoorDash DASH Stock Holding History

TCI 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
2023
Q2 		– Sell
-467
Closed -$29.7K – 708
2023
Q1 		$29.7K Buy
467
+7
+2% +$401 ﹤0.01% 564
2022
Q4 		$22.5K Buy
460
+432
+1,543% +$22.4K ﹤0.01% 641
2022
Q3 		$1K Buy
28
+13
+87% +$868 ﹤0.01% 2066
2022
Q2 		$1K Buy
15
+10
+200% +$794 ﹤0.01% 2113
2022
Q1 		$1K Hold
5
– – ﹤0.01% 2086
2021
Q4 		$1K Sell
5
-23
-82% -$4.36K ﹤0.01% 2177
2021
Q3 		$6K Buy
28
+23
+460% +$4.4K ﹤0.01% 1439
2021
Q2 		$1K Hold
5
– – ﹤0.01% 2194
2021
Q1 		$1K Hold
5
– – ﹤0.01% 2044
2020
Q4 		$1K Buy
+5
New +$798 ﹤0.01% 1356

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.66B AUM 20.12% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCI Wealth Advisors's DASH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of DoorDash (DASH) in Q2 2023, closing a stake of 467 shares — an estimated $29.7K sold.

TCI Wealth Advisors first reported a position in DASH in Q4 2020 and held it in 10 quarters. The position peaked at $29.7K in Q1 2023. 452 funds tracked by Wall St. Rank hold DASH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining DoorDash position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 467 DoorDash shares in Q2 2023, an estimated $29.7K.
  • TCI Wealth Advisors first reported a position in DoorDash in Q4 2020 and held it in 10 quarters.
  • TCI Wealth Advisors's DoorDash position peaked at $29.7K in Q1 2023.
  • 452 funds tracked by Wall St. Rank held DoorDash as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.