Waypoint Wealth Partners’s DoorDash DASH Stock Holding History

Waypoint 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 Q2	–	Sell	-4,081	Closed	-$562K	–	65
2024 Q1	$562K	Hold	4,081	–	–	0.16%	38
2023 Q4	$404K	Hold	4,081	–	–	0.13%	55
2023 Q3	$324K	Hold	4,081	–	–	0.11%	59
2023 Q2	$312K	Hold	4,081	–	–	0.11%	54
2023 Q1	$259K	Buy	+4,081	New	+$234K	0.09%	57
2022 Q4	–	Sell	-4,086	Closed	-$202K	–	66
2022 Q3	$202K	Buy	4,086 +5	+0.1%	+$334	0.09%	59
2022 Q2	$262K	Buy	+4,081	New	+$324K	0.1%	47

Other funds holding DASH

SUT

SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

Waypoint Wealth Partners's DASH Position: Q2 2024 in Review

Waypoint Wealth Partners sold out of DoorDash (DASH) in Q2 2024, closing a stake of 4,081 shares — an estimated $562K sold.

Waypoint Wealth Partners first reported a position in DASH in Q2 2022 and held it in 7 quarters. The position peaked at $562K in Q1 2024. 659 funds tracked by Wall St. Rank hold DASH as of Q2 2024.

Waypoint Wealth Partners reported no remaining DoorDash position as of Q2 2024 after selling out during the quarter.
Waypoint Wealth Partners sold 4,081 DoorDash shares in Q2 2024, an estimated $562K.
Waypoint Wealth Partners first reported a position in DoorDash in Q2 2022 and held it in 7 quarters.
Waypoint Wealth Partners's DoorDash position peaked at $562K in Q1 2024.
659 funds tracked by Wall St. Rank held DoorDash as of Q2 2024.

Based on Waypoint Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.