AWS
LPG icon

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 – 1920
2022
Q4 		$502K Buy
+26,466
New +$474K 0.01% 1078

Other funds holding LPG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return