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Clearview Wealth Advisors’s Dorian LPG LPG Stock Holding History

Clearview 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
Q4 		– Sell
-11,897
Closed -$342K – 123
2023
Q3 		$342K Buy
11,897
+11,862
+33,891% +$319K 0.42% 78
2023
Q2 		$898 Hold
35
– – ﹤0.01% 614
2023
Q1 		$698 Buy
+35
New +$712 ﹤0.01% 599

Other funds holding LPG

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clearview Wealth Advisors's LPG Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Dorian LPG (LPG) in Q4 2023, closing a stake of 11,897 shares — an estimated $342K sold.

Clearview Wealth Advisors first reported a position in LPG in Q1 2023 and held it in 3 quarters. The position peaked at $342K in Q3 2023. 241 funds tracked by Wall St. Rank hold LPG as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining Dorian LPG position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 11,897 Dorian LPG shares in Q4 2023, an estimated $342K.
  • Clearview Wealth Advisors first reported a position in Dorian LPG in Q1 2023 and held it in 3 quarters.
  • Clearview Wealth Advisors's Dorian LPG position peaked at $342K in Q3 2023.
  • 241 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.