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LGT Financial Advisors’s Dorian LPG LPG Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-372
Closed -$9.07K – 547
2024
Q4 		$9.07K Sell
372
-189
-34% -$5.29K 0.02% 450
2024
Q3 		$19.3K Hold
561
– – 0.05% 292
2024
Q2 		$23.5K Hold
561
– – 0.05% 269
2024
Q1 		$21.6K Hold
561
– – 0.03% 347
2023
Q4 		$24.6K Hold
561
– – 0.03% 305
2023
Q3 		$16.1K Buy
+561
New +$15.1K 0.02% 393

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

LGT Financial Advisors's LPG Position: Q1 2025 in Review

LGT Financial Advisors sold out of Dorian LPG (LPG) in Q1 2025, closing a stake of 372 shares — an estimated $9.07K sold.

LGT Financial Advisors first reported a position in LPG in Q3 2023 and held it in 6 quarters. The position peaked at $24.6K in Q4 2023. 208 funds tracked by Wall St. Rank hold LPG as of Q1 2025.

  • LGT Financial Advisors reported no remaining Dorian LPG position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 372 Dorian LPG shares in Q1 2025, an estimated $9.07K.
  • LGT Financial Advisors first reported a position in Dorian LPG in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Dorian LPG position peaked at $24.6K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.