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Liberty Wealth Management’s Dorman Products DORM Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-346
Closed -$36K – 406
2021
Q3 		$36K Buy
346
+170
+97% +$16.8K 0.01% 487
2021
Q2 		$18K Hold
176
– – 0.01% 529
2021
Q1 		$16K Hold
176
– – 0.01% 499
2020
Q4 		$16K Hold
176
– – 0.01% 496
2020
Q3 		$16K Buy
176
+69
+64% +$5.51K 0.01% 434
2020
Q2 		$7K Hold
107
– – ﹤0.01% 542
2020
Q1 		$6K Sell
107
-10
-9% -$681 0.01% 536
2019
Q4 		$9K Hold
117
– – 0.01% 557
2019
Q3 		$9K Sell
117
-3
-3% -$233 0.01% 532
2019
Q2 		$10K Hold
120
– – 0.01% 521
2019
Q1 		$10K Hold
120
– – 0.01% 437
2018
Q4 		$10K Buy
+120
New +$9.59K 0.01% 424

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's DORM Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dorman Products (DORM) in Q4 2021, closing a stake of 346 shares — an estimated $36K sold.

Liberty Wealth Management first reported a position in DORM in Q4 2018 and held it in 12 quarters. The position peaked at $36K in Q3 2021. 264 funds tracked by Wall St. Rank hold DORM as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dorman Products position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 346 Dorman Products shares in Q4 2021, an estimated $36K.
  • Liberty Wealth Management first reported a position in Dorman Products in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Dorman Products position peaked at $36K in Q3 2021.
  • 264 funds tracked by Wall St. Rank held Dorman Products as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.