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Mark Sheptoff Financial Planning’s Dorian LPG LPG Stock Holding History

Mark Sheptoff Financial Planning’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
2024
Q3 		– Sell
-2,285
Closed -$95.9K – 449
2024
Q2 		$95.9K Sell
2,285
-4,090
-64% -$176K 0.05% 138
2024
Q1 		$245K Buy
6,375
+14
+0.2% +$540 0.14% 85
2023
Q4 		$279K Sell
6,361
-739
-10% -$27.5K 0.17% 74
2023
Q3 		$204K Buy
+7,100
New +$191K 0.13% 85

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's LPG Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Dorian LPG (LPG) in Q3 2024, closing a stake of 2,285 shares — an estimated $95.9K sold.

Mark Sheptoff Financial Planning first reported a position in LPG in Q3 2023 and held it in 4 quarters. The position peaked at $279K in Q4 2023. 237 funds tracked by Wall St. Rank hold LPG as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Dorian LPG position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 2,285 Dorian LPG shares in Q3 2024, an estimated $95.9K.
  • Mark Sheptoff Financial Planning first reported a position in Dorian LPG in Q3 2023 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Dorian LPG position peaked at $279K in Q4 2023.
  • 237 funds tracked by Wall St. Rank held Dorian LPG as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.