TWM
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Tradition Wealth Management’s DoorDash DASH Stock Holding History

Tradition 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
2024
Q1 		– Sell
-105
Closed -$10K – 566
2023
Q4 		$10K Hold
105
– – ﹤0.01% 996
2023
Q3 		$8K Hold
105
– – ﹤0.01% 1055
2023
Q2 		$8K Buy
+105
New +$6.97K ﹤0.01% 1087
2021
Q1 		– Sell
-25
Closed -$4K – 847
2020
Q4 		$4K Buy
+25
New +$3.99K ﹤0.01% 866

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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Tradition Wealth Management's DASH Position: Q1 2024 in Review

Tradition Wealth Management sold out of DoorDash (DASH) in Q1 2024, closing a stake of 105 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in DASH in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2023. 661 funds tracked by Wall St. Rank hold DASH as of Q1 2024.

  • Tradition Wealth Management reported no remaining DoorDash position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 105 DoorDash shares in Q1 2024, an estimated $10K.
  • Tradition Wealth Management first reported a position in DoorDash in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's DoorDash position peaked at $10K in Q4 2023.
  • 661 funds tracked by Wall St. Rank held DoorDash as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.