TFO Wealth Partners’s DoorDash DASH Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-5	Closed	-$494	–	835
2023 Q4	$494	Hold	5	–	–	﹤0.01%	334
2023 Q3	$382	Buy	+5	New	+$407	﹤0.01%	547

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

NMO

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TFO Wealth Partners's DASH Position: Q1 2024 in Review

TFO Wealth Partners sold out of DoorDash (DASH) in Q1 2024, closing a stake of 5 shares — an estimated $494 sold.

TFO Wealth Partners first reported a position in DASH in Q3 2023 and held it in 2 quarters. The position peaked at $494 in Q4 2023. 661 funds tracked by Wall St. Rank hold DASH as of Q1 2024.

TFO Wealth Partners reported no remaining DoorDash position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 DoorDash shares in Q1 2024, an estimated $494.
TFO Wealth Partners first reported a position in DoorDash in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's DoorDash position peaked at $494 in Q4 2023.
661 funds tracked by Wall St. Rank held DoorDash as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.