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Cornerstone Wealth Management’s Dorman Products DORM Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-26,273
Closed -$360K – 530
2018
Q3 		$360K Buy
26,273
+5,252
+25% +$401K ﹤0.01% 1010
2018
Q2 		$300K Buy
+21,021
New +$1.42M ﹤0.01% 1195

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Cornerstone Wealth Management's DORM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Dorman Products (DORM) in Q4 2018, closing a stake of 26,273 shares — an estimated $360K sold.

Cornerstone Wealth Management first reported a position in DORM in Q2 2018 and held it in 2 quarters. The position peaked at $360K in Q3 2018. 255 funds tracked by Wall St. Rank hold DORM as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Dorman Products position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 26,273 Dorman Products shares in Q4 2018, an estimated $360K.
  • Cornerstone Wealth Management first reported a position in Dorman Products in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Dorman Products position peaked at $360K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Dorman Products as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.