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Heritage Wealth Management (Arizona)’s Dorman Products DORM Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		– Sell
-2,319
Closed -$224K – 173
2024
Q1 		$224K Buy
+2,319
New +$200K 0.11% 167
2022
Q4 		$573K Buy
7,086
+3,842
+118% +$326K 0.08% 182
2022
Q3 		$266K Hold
3,244
– – 0.09% 173
2022
Q2 		$356K Buy
3,244
+312
+11% +$30.9K 0.12% 131
2022
Q1 		$279K Buy
+2,932
New +$284K 0.08% 209
2021
Q3 		$149K Buy
1,571
+307
+24% +$30.3K 0.05% 265
2021
Q2 		$131K Buy
1,264
+465
+58% +$47.7K 0.05% 293
2021
Q1 		$82K Buy
+799
New +$79.7K 0.05% 280

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DORM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) sold out of Dorman Products (DORM) in Q2 2024, closing a stake of 2,319 shares — an estimated $224K sold.

Heritage Wealth Management (Arizona) first reported a position in DORM in Q1 2021 and held it in 8 quarters. The position peaked at $573K in Q4 2022. 264 funds tracked by Wall St. Rank hold DORM as of Q2 2024.

  • Heritage Wealth Management (Arizona) reported no remaining Dorman Products position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,319 Dorman Products shares in Q2 2024, an estimated $224K.
  • Heritage Wealth Management (Arizona) first reported a position in Dorman Products in Q1 2021 and held it in 8 quarters.
  • Heritage Wealth Management (Arizona)'s Dorman Products position peaked at $573K in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Dorman Products as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.