LWA
DORM icon

Lenox Wealth Advisors’s Dorman Products DORM Stock Holding History

Lenox Wealth 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
2021
Q2 		– Sell
-21
Closed -$2K – 717
2021
Q1 		$2K Buy
+21
New +$2.1K ﹤0.01% 597
2020
Q2 		– Sell
-49
Closed -$3K – 638
2020
Q1 		$3K Buy
+49
New +$3.33K ﹤0.01% 494
2019
Q2 		– Sell
-52
Closed -$5K – 454
2019
Q1 		$5K Buy
+52
New +$4.52K ﹤0.01% 359
2018
Q2 		– Sell
-19
Closed -$1K – 572
2018
Q1 		$1K Buy
+19
New +$1.35K ﹤0.01% 502

Other funds holding DORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lenox Wealth Advisors's DORM Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Dorman Products (DORM) in Q2 2021, closing a stake of 21 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DORM in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 251 funds tracked by Wall St. Rank hold DORM as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Dorman Products position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 21 Dorman Products shares in Q2 2021, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Dorman Products in Q1 2018 and held it in 4 quarters.
  • Lenox Wealth Advisors's Dorman Products position peaked at $5K in Q1 2019.
  • 251 funds tracked by Wall St. Rank held Dorman Products as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.