DASH β€” DOORDASH INC

Ownership history in MFA WEALTH ADVISORS, LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which MFA WEALTH ADVISORS, LLC reported a position in DOORDASH INC (DASH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q3)
πŸ“Š Avg. % of fund
0.04%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
5

Position Intelligence

MFA WEALTH ADVISORS, LLC Γ— DASH AI Analytics

πŸ“ˆ MFA WEALTH ADVISORS, LLC outperformed the S&P 500 by +12.4% annually on this DASH position. Timing score: 0% (0/3 decisions correct). Average cost basis: $205.98. Maximum drawdown during holding period: –47.2%.

πŸ“ˆ Position Alpha vs SPY
+12.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.4% per year on this position.
4 quarters analyzed

⏱️ Timing Score
0%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct

πŸ’° Entry Quality
$205.98
+32.0% vs current ($271.99)

Best entry: $205.98 (2021 Q3)  Β·  Worst: $205.98 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–47.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DASH price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 875 β€” 0% 0.05% $238K $271.99
2025 Q2 UNCHANGED 875 β€” 0% 0.05% $216K $246.51
2024 Q3 REDUCED 875 -875 -50.0% 0.03% $125K $142.73
2024 Q2 REDUCED 1,750 -8,599 -83.1% 0.04% $190K $108.78
2021 Q3 INITIATED 10,349 β€” β€” 0.00% $10K $205.98
← Back to MFA WEALTH ADVISORS, LLC Holdings