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Harvest Group Wealth Management’s Dorian LPG LPG Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-22
Closed – – 406
2020
Q4 		$0 Hold
22
– – ﹤0.01% 759
2020
Q3 		$0 Hold
22
– – ﹤0.01% 713
2020
Q2 		$0 Hold
22
– – ﹤0.01% 687
2020
Q1 		$0 Buy
+22
New +$260 ﹤0.01% 772

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KCM
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's LPG Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Dorian LPG (LPG) in Q1 2021, closing a stake of 22 shares.

Harvest Group Wealth Management first reported a position in LPG in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 150 funds tracked by Wall St. Rank hold LPG as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Dorian LPG position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 22 Dorian LPG shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Dorian LPG in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's Dorian LPG position peaked at $0 in Q4 2020.
  • 150 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.