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

Avior 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
2024
Q2 		– Sell
-5
Closed -$481 – 2666
2024
Q1 		$481 Buy
+5
New +$431 ﹤0.01% 2579

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's DORM Position: Q2 2024 in Review

Avior Wealth Management sold out of Dorman Products (DORM) in Q2 2024, closing a stake of 5 shares — an estimated $481 sold.

Avior Wealth Management first reported a position in DORM in Q1 2024 and held it in 1 quarter. The position peaked at $481 in Q1 2024. 263 funds tracked by Wall St. Rank hold DORM as of Q2 2024.

  • Avior Wealth Management reported no remaining Dorman Products position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 5 Dorman Products shares in Q2 2024, an estimated $481.
  • Avior Wealth Management first reported a position in Dorman Products in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Dorman Products position peaked at $481 in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.