Optimum Investment Advisors’s Dorian LPG LPG Stock Holding History

Optimum Investment 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 Q3	$14.9K	Hold	500	–	–	0.01%	471
2025 Q2	$12.2K	Hold	500	–	–	0.01%	493
2025 Q1	$11.2K	Hold	500	–	–	0.01%	504
2024 Q4	$12.2K	Sell	500 -4,600	-90%	-$129K	0.01%	489
2024 Q3	$176K	Hold	5,100	–	–	0.08%	203
2024 Q2	$214K	Hold	5,100	–	–	0.1%	180
2024 Q1	$196K	Hold	5,100	–	–	0.09%	190
2023 Q4	$224K	Buy	5,100 +725	+17%	+$27K	0.11%	169
2023 Q3	$126K	Buy	4,375 +2,075	+90%	+$55.8K	0.06%	230
2023 Q2	$59K	Buy	+2,300	New	+$52.2K	0.03%	352

Other funds holding LPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Optimum Investment Advisors's LPG Position: Q3 2025 in Review

Optimum Investment Advisors held its Dorian LPG (LPG) position steady in Q3 2025 at 500 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #471.

Optimum Investment Advisors first reported a position in LPG in Q2 2023 and has held it in 10 quarters since. The position peaked at $224K in Q4 2023. 233 funds tracked by Wall St. Rank hold LPG as of Q3 2025.

Optimum Investment Advisors held 500 shares of Dorian LPG worth $14.9K as of Q3 2025.
Optimum Investment Advisors left its Dorian LPG share count unchanged in Q3 2025.
Dorian LPG made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #471 holding.
Optimum Investment Advisors first reported a position in Dorian LPG in Q2 2023 and has held it in 10 quarters since.
Optimum Investment Advisors's Dorian LPG position peaked at $224K in Q4 2023.
233 funds tracked by Wall St. Rank held Dorian LPG as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.