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Capital Performance Advisors’s Dorian LPG LPG Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-271
Closed -$9.33K – 1571
2024
Q3 		$9.33K Buy
+271
New +$10.3K ﹤0.01% 864

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's LPG Position: Q4 2024 in Review

Capital Performance Advisors sold out of Dorian LPG (LPG) in Q4 2024, closing a stake of 271 shares — an estimated $9.33K sold.

Capital Performance Advisors first reported a position in LPG in Q3 2024 and held it in 1 quarter. The position peaked at $9.33K in Q3 2024. 210 funds tracked by Wall St. Rank hold LPG as of Q4 2024.

  • Capital Performance Advisors reported no remaining Dorian LPG position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 271 Dorian LPG shares in Q4 2024, an estimated $9.33K.
  • Capital Performance Advisors first reported a position in Dorian LPG in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dorian LPG position peaked at $9.33K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.