Icon Wealth Partners’s Dorman Products DORM Stock Holding History

Icon Wealth Partners’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 Q1	–	Sell	-390	Closed	-$24K	–	378
2017 Q4	$24K	Buy	+390	New	+$26.4K	0.01%	570

Other funds holding DORM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Icon Wealth Partners's DORM Position: Q1 2018 in Review

Icon Wealth Partners sold out of Dorman Products (DORM) in Q1 2018, closing a stake of 390 shares — an estimated $24K sold.

Icon Wealth Partners first reported a position in DORM in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 243 funds tracked by Wall St. Rank hold DORM as of Q1 2018.

Icon Wealth Partners reported no remaining Dorman Products position as of Q1 2018 after selling out during the quarter.
Icon Wealth Partners sold 390 Dorman Products shares in Q1 2018, an estimated $24K.
Icon Wealth Partners first reported a position in Dorman Products in Q4 2017 and held it in 1 quarter.
Icon Wealth Partners's Dorman Products position peaked at $24K in Q4 2017.
243 funds tracked by Wall St. Rank held Dorman Products as of Q1 2018.

Based on Icon Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.