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WR Wealth Planners’s DoorDash DASH Stock Holding History

WR Wealth Planners’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
Q4 		$5.03K Sell
30
-4
-12% -$657 ﹤0.01% 703
2024
Q3 		$4.85K Hold
34
– – ﹤0.01% 748
2024
Q2 		$3.7K Sell
34
-200
-85% -$24.1K ﹤0.01% 769
2024
Q1 		$32.2K Buy
+234
New +$27.6K 0.01% 385

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

WR Wealth Planners's DASH Position: Q4 2024 in Review

WR Wealth Planners reduced its DoorDash (DASH) stake by 12% in Q4 2024, selling an estimated $657 and leaving 30 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

WR Wealth Planners first reported a position in DASH in Q1 2024 and has held it in 4 quarters since. The position peaked at $32.2K in Q1 2024. 799 funds tracked by Wall St. Rank hold DASH as of Q4 2024.

  • WR Wealth Planners held 30 shares of DoorDash worth $5.03K as of Q4 2024.
  • WR Wealth Planners sold 4 DoorDash shares in Q4 2024, an estimated $657.
  • DoorDash made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #703 holding.
  • WR Wealth Planners first reported a position in DoorDash in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's DoorDash position peaked at $32.2K in Q1 2024.
  • 799 funds tracked by Wall St. Rank held DoorDash as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.