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Prestige Wealth Management Group’s Dorman Products DORM Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-29
Closed -$2.35K – 1087
2022
Q4 		$2.35K Buy
+29
New +$2.46K ﹤0.01% 798

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Prestige Wealth Management Group's DORM Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Dorman Products (DORM) in Q1 2023, closing a stake of 29 shares — an estimated $2.35K sold.

Prestige Wealth Management Group first reported a position in DORM in Q4 2022 and held it in 1 quarter. The position peaked at $2.35K in Q4 2022. 238 funds tracked by Wall St. Rank hold DORM as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Dorman Products position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Dorman Products shares in Q1 2023, an estimated $2.35K.
  • Prestige Wealth Management Group first reported a position in Dorman Products in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Dorman Products position peaked at $2.35K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Dorman Products as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.