WJWM
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Williams Jones Wealth Management’s DoorDash DASH Stock Holding History

Williams Jones 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
Q2 		– Sell
-1,500
Closed -$207K – 527
2024
Q1 		$207K Buy
+1,500
New +$177K ﹤0.01% 497
2021
Q4 		– Sell
-2,352
Closed -$484K – 514
2021
Q3 		$484K Buy
+2,352
New +$450K 0.01% 327

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Williams Jones Wealth Management's DASH Position: Q2 2024 in Review

Williams Jones Wealth Management sold out of DoorDash (DASH) in Q2 2024, closing a stake of 1,500 shares — an estimated $207K sold.

Williams Jones Wealth Management first reported a position in DASH in Q3 2021 and held it in 2 quarters. The position peaked at $484K in Q3 2021. 658 funds tracked by Wall St. Rank hold DASH as of Q2 2024.

  • Williams Jones Wealth Management reported no remaining DoorDash position as of Q2 2024 after selling out during the quarter.
  • Williams Jones Wealth Management sold 1,500 DoorDash shares in Q2 2024, an estimated $207K.
  • Williams Jones Wealth Management first reported a position in DoorDash in Q3 2021 and held it in 2 quarters.
  • Williams Jones Wealth Management's DoorDash position peaked at $484K in Q3 2021.
  • 658 funds tracked by Wall St. Rank held DoorDash as of Q2 2024.

Based on Williams Jones Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.