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Planned Solutions’s Dorian LPG LPG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-1,815
Closed -$62.5K – 410
2024
Q3 		$62.5K Buy
+1,815
New +$68.7K 0.03% 275
2024
Q1 		– Sell
-1,000
Closed -$43.9K – 348
2023
Q4 		$43.9K Buy
+1,000
New +$37.2K 0.02% 299
2021
Q1 		– Sell
-1,400
Closed -$17K – 260
2020
Q4 		$17K Buy
+1,400
New +$13.9K 0.01% 292

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Planned Solutions's LPG Position: Q4 2024 in Review

Planned Solutions sold out of Dorian LPG (LPG) in Q4 2024, closing a stake of 1,815 shares — an estimated $62.5K sold.

Planned Solutions first reported a position in LPG in Q4 2020 and held it in 3 quarters. The position peaked at $62.5K in Q3 2024. 211 funds tracked by Wall St. Rank hold LPG as of Q4 2024.

  • Planned Solutions reported no remaining Dorian LPG position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,815 Dorian LPG shares in Q4 2024, an estimated $62.5K.
  • Planned Solutions first reported a position in Dorian LPG in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Dorian LPG position peaked at $62.5K in Q3 2024.
  • 211 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.