Castle Wealth Management’s Dorian LPG LPG Stock Holding History

Castle Wealth Management’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
2022 Q4	–	Sell	-316	Closed	-$4K	–	393
2022 Q3	$4K	Hold	316	–	–	﹤0.01%	511
2022 Q2	$5K	Buy	+316	New	+$5.01K	﹤0.01%	486

Other funds holding LPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Castle Wealth Management's LPG Position: Q4 2022 in Review

Castle Wealth Management sold out of Dorian LPG (LPG) in Q4 2022, closing a stake of 316 shares — an estimated $4K sold.

Castle Wealth Management first reported a position in LPG in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 170 funds tracked by Wall St. Rank hold LPG as of Q4 2022.

Castle Wealth Management reported no remaining Dorian LPG position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 316 Dorian LPG shares in Q4 2022, an estimated $4K.
Castle Wealth Management first reported a position in Dorian LPG in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's Dorian LPG position peaked at $5K in Q2 2022.
170 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.