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Fortem Financial Group’s Dorian LPG LPG Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-6,150
Closed -$258K – 187
2024
Q2 		$258K Sell
6,150
-450
-7% -$19.3K 0.11% 145
2024
Q1 		$254K Sell
6,600
-4,800
-42% -$185K 0.11% 144
2023
Q4 		$500K Buy
11,400
+3,200
+39% +$119K 0.25% 104
2023
Q3 		$236K Buy
+8,200
New +$221K 0.14% 145

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortem Financial Group's LPG Position: Q3 2024 in Review

Fortem Financial Group sold out of Dorian LPG (LPG) in Q3 2024, closing a stake of 6,150 shares — an estimated $258K sold.

Fortem Financial Group first reported a position in LPG in Q3 2023 and held it in 4 quarters. The position peaked at $500K in Q4 2023. 237 funds tracked by Wall St. Rank hold LPG as of Q3 2024.

  • Fortem Financial Group reported no remaining Dorian LPG position as of Q3 2024 after selling out during the quarter.
  • Fortem Financial Group sold 6,150 Dorian LPG shares in Q3 2024, an estimated $258K.
  • Fortem Financial Group first reported a position in Dorian LPG in Q3 2023 and held it in 4 quarters.
  • Fortem Financial Group's Dorian LPG position peaked at $500K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Dorian LPG as of Q3 2024.

Based on Fortem Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.