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Atria Wealth Solutions’s Dorian LPG LPG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-62,659
Closed -$1.4M – 1727
2025
Q1 		$1.4M Buy
62,659
+27,628
+79% +$640K 0.02% 762
2024
Q4 		$854K Buy
35,031
+5,372
+18% +$150K 0.01% 992
2024
Q3 		$1.02M Buy
29,659
+3,020
+11% +$114K 0.01% 908
2024
Q2 		$1.12M Sell
26,639
-688
-3% -$29.6K 0.01% 847
2024
Q1 		$1.05M Buy
27,327
+1,890
+7% +$72.9K 0.01% 886
2023
Q4 		$1.12M Sell
25,437
-11,469
-31% -$426K 0.01% 819
2023
Q3 		$1.06M Buy
+36,906
New +$993K 0.01% 785
2023
Q1 		– Sell
-26,466
Closed -$502K – 1919
2022
Q4 		$502K Buy
+26,466
New +$474K 0.01% 1078

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's LPG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Dorian LPG (LPG) in Q2 2025, closing a stake of 62,659 shares — an estimated $1.4M sold.

Atria Wealth Solutions first reported a position in LPG in Q4 2022 and held it in 8 quarters. The position peaked at $1.4M in Q1 2025. 216 funds tracked by Wall St. Rank hold LPG as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Dorian LPG position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 62,659 Dorian LPG shares in Q2 2025, an estimated $1.4M.
  • Atria Wealth Solutions first reported a position in Dorian LPG in Q4 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's Dorian LPG position peaked at $1.4M in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Dorian LPG as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.