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Beacon Harbor Wealth Advisors’s Dorian LPG LPG Stock Holding History

Beacon Harbor Wealth Advisors’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
2023
Q3 		– Sell
-191,859
Closed -$4.92M – 76
2023
Q2 		$4.92M Buy
+191,859
New +$4.35M 1.61% 31

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Harbor Wealth Advisors's LPG Position: Q3 2023 in Review

Beacon Harbor Wealth Advisors sold out of Dorian LPG (LPG) in Q3 2023, closing a stake of 191,859 shares — an estimated $4.92M sold.

Beacon Harbor Wealth Advisors first reported a position in LPG in Q2 2023 and held it in 1 quarter. The position peaked at $4.92M in Q2 2023. 198 funds tracked by Wall St. Rank hold LPG as of Q3 2023.

  • Beacon Harbor Wealth Advisors reported no remaining Dorian LPG position as of Q3 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 191,859 Dorian LPG shares in Q3 2023, an estimated $4.92M.
  • Beacon Harbor Wealth Advisors first reported a position in Dorian LPG in Q2 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Dorian LPG position peaked at $4.92M in Q2 2023.
  • 198 funds tracked by Wall St. Rank held Dorian LPG as of Q3 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.