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Legacy Financial Advisors’s Dorman Products DORM Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-99
Closed -$9K – 322
2019
Q1 		$9K Buy
99
+90
+1,000% +$7.83K ﹤0.01% 631
2018
Q4 		$1K Buy
+9
New +$719 ﹤0.01% 893

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Legacy Financial Advisors's DORM Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Dorman Products (DORM) in Q2 2019, closing a stake of 99 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in DORM in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 242 funds tracked by Wall St. Rank hold DORM as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Dorman Products position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 99 Dorman Products shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Dorman Products in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Dorman Products position peaked at $9K in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Dorman Products as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.