TWM
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Trevian Wealth Management’s DoorDash DASH Stock Holding History

Trevian 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
2022
Q2 		– Sell
-2,220
Closed -$260K – 36
2022
Q1 		$260K Sell
2,220
-180
-8% -$19.5K 0.25% 29
2021
Q4 		$357K Buy
+2,400
New +$454K 0.34% 26

Other funds holding DASH

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trevian Wealth Management's DASH Position: Q2 2022 in Review

Trevian Wealth Management sold out of DoorDash (DASH) in Q2 2022, closing a stake of 2,220 shares — an estimated $260K sold.

Trevian Wealth Management first reported a position in DASH in Q4 2021 and held it in 2 quarters. The position peaked at $357K in Q4 2021. 395 funds tracked by Wall St. Rank hold DASH as of Q2 2022.

  • Trevian Wealth Management reported no remaining DoorDash position as of Q2 2022 after selling out during the quarter.
  • Trevian Wealth Management sold 2,220 DoorDash shares in Q2 2022, an estimated $260K.
  • Trevian Wealth Management first reported a position in DoorDash in Q4 2021 and held it in 2 quarters.
  • Trevian Wealth Management's DoorDash position peaked at $357K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held DoorDash as of Q2 2022.

Based on Trevian Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.