BRWA
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B. Riley Wealth Advisors’s Dorman Products DORM Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-3,598
Closed -$310K – 1563
2023
Q1 		$310K Buy
3,598
+155
+5% +$13.8K 0.01% 1051
2022
Q4 		$278K Sell
3,443
-218
-6% -$18.5K 0.01% 1082
2022
Q3 		$302K Buy
3,661
+11
+0.3% +$1.08K 0.01% 996
2022
Q2 		$401K Buy
3,650
+9
+0.2% +$891 0.02% 748
2022
Q1 		$347K Buy
3,641
+187
+5% +$18.1K 0.01% 945
2021
Q4 		$391K Buy
3,454
+33
+1% +$3.58K 0.01% 940
2021
Q3 		$324K Hold
3,421
– – 0.01% 998
2021
Q2 		$355K Buy
3,421
+1,028
+43% +$105K 0.01% 931
2021
Q1 		$246K Buy
+2,393
New +$239K 0.01% 1098
2015
Q1 		– Sell
-81
Closed -$4 – 914
2014
Q4 		$4 Buy
+81
New +$3.75K ﹤0.01% 3210

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

B. Riley Wealth Advisors's DORM Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Dorman Products (DORM) in Q2 2023, closing a stake of 3,598 shares — an estimated $310K sold.

B. Riley Wealth Advisors first reported a position in DORM in Q4 2014 and held it in 10 quarters. The position peaked at $401K in Q2 2022. 231 funds tracked by Wall St. Rank hold DORM as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Dorman Products position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,598 Dorman Products shares in Q2 2023, an estimated $310K.
  • B. Riley Wealth Advisors first reported a position in Dorman Products in Q4 2014 and held it in 10 quarters.
  • B. Riley Wealth Advisors's Dorman Products position peaked at $401K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Dorman Products as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.