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Arkadios Wealth Advisors’s Dorian LPG LPG Stock Holding History

Arkadios Wealth Advisors’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,900
Closed -$203K – 975
2024
Q3 		$203K Sell
5,900
-385
-6% -$14.6K 0.01% 841
2024
Q2 		$264K Buy
6,285
+975
+18% +$41.9K 0.02% 675
2024
Q1 		$204K Sell
5,310
-685
-11% -$26.4K 0.02% 652
2023
Q4 		$263K Buy
+5,995
New +$223K 0.02% 561

Other funds holding LPG

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arkadios Wealth Advisors's LPG Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Dorian LPG (LPG) in Q4 2024, closing a stake of 5,900 shares — an estimated $203K sold.

Arkadios Wealth Advisors first reported a position in LPG in Q4 2023 and held it in 4 quarters. The position peaked at $264K in Q2 2024. 210 funds tracked by Wall St. Rank hold LPG as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Dorian LPG position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 5,900 Dorian LPG shares in Q4 2024, an estimated $203K.
  • Arkadios Wealth Advisors first reported a position in Dorian LPG in Q4 2023 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Dorian LPG position peaked at $264K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.