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Personal Wealth Partners’s Dorman Products DORM Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-2
Closed – – 204
2019
Q4 		$0 Hold
2
– – ﹤0.01% 549
2019
Q3 		$0 Buy
+2
New +$155 ﹤0.01% 557

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Wealth Partners's DORM Position: Q1 2020 in Review

Personal Wealth Partners sold out of Dorman Products (DORM) in Q1 2020, closing a stake of 2 shares.

Personal Wealth Partners first reported a position in DORM in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 215 funds tracked by Wall St. Rank hold DORM as of Q1 2020.

  • Personal Wealth Partners reported no remaining Dorman Products position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 2 Dorman Products shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Dorman Products in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Dorman Products position peaked at $0 in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Dorman Products as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.