AWM
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Accurate Wealth Management’s Dorman Products DORM Stock Holding History

Accurate Wealth Management’s Portfolio DORM Stock Details DORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,900
Closed -$819K – 139
2021
Q2 		$819K Buy
+7,900
New +$810K 0.72% 30

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Accurate Wealth Management's DORM Position: Q3 2021 in Review

Accurate Wealth Management sold out of Dorman Products (DORM) in Q3 2021, closing a stake of 7,900 shares — an estimated $819K sold.

Accurate Wealth Management first reported a position in DORM in Q2 2021 and held it in 1 quarter. The position peaked at $819K in Q2 2021. 236 funds tracked by Wall St. Rank hold DORM as of Q3 2021.

  • Accurate Wealth Management reported no remaining Dorman Products position as of Q3 2021 after selling out during the quarter.
  • Accurate Wealth Management sold 7,900 Dorman Products shares in Q3 2021, an estimated $819K.
  • Accurate Wealth Management first reported a position in Dorman Products in Q2 2021 and held it in 1 quarter.
  • Accurate Wealth Management's Dorman Products position peaked at $819K in Q2 2021.
  • 236 funds tracked by Wall St. Rank held Dorman Products as of Q3 2021.

Based on Accurate Wealth Management's 13F filing for Q3 2021, filed 22 Oct 2021.