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Avantax Planning Partners’s Dorman Products DORM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-16
Closed -$1K – 504
2018
Q3 		$1K Buy
+16
New +$1.22K ﹤0.01% 1411
2018
Q2 		– Sell
-307
Closed -$20K – 537
2018
Q1 		$20K Buy
+307
New +$21.9K ﹤0.01% 775

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Dimensional Fund Advisors
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Avantax Planning Partners's DORM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Dorman Products (DORM) in Q4 2018, closing a stake of 16 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in DORM in Q1 2018 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 255 funds tracked by Wall St. Rank hold DORM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Dorman Products position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 16 Dorman Products shares in Q4 2018, an estimated $1K.
  • Avantax Planning Partners first reported a position in Dorman Products in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Dorman Products position peaked at $20K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held Dorman Products as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.