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Bogart Wealth LLC’s Dorman Products DORM Stock Holding History

Bogart Wealth LLC’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
Q4 		– Sell
-21
Closed -$1.59K – 1082
2023
Q3 		$1.59K Hold
21
– – ﹤0.01% 910
2023
Q2 		$1.66K Hold
21
– – ﹤0.01% 904
2023
Q1 		$1.81K Buy
+21
New +$1.87K ﹤0.01% 921

Other funds holding DORM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bogart Wealth LLC's DORM Position: Q4 2023 in Review

Bogart Wealth LLC sold out of Dorman Products (DORM) in Q4 2023, closing a stake of 21 shares — an estimated $1.59K sold.

Bogart Wealth LLC first reported a position in DORM in Q1 2023 and held it in 3 quarters. The position peaked at $1.81K in Q1 2023. 226 funds tracked by Wall St. Rank hold DORM as of Q4 2023.

  • Bogart Wealth LLC reported no remaining Dorman Products position as of Q4 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 21 Dorman Products shares in Q4 2023, an estimated $1.59K.
  • Bogart Wealth LLC first reported a position in Dorman Products in Q1 2023 and held it in 3 quarters.
  • Bogart Wealth LLC's Dorman Products position peaked at $1.81K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Dorman Products as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.