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Private Wealth Management Group’s Dorian LPG LPG Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-87
Closed -$2.12K – 1544
2024
Q4 		$2.12K Sell
87
-62
-42% -$1.74K ﹤0.01% 1058
2024
Q3 		$5.13K Sell
149
-76
-34% -$2.88K ﹤0.01% 725
2024
Q2 		$9.44K Sell
225
-13
-5% -$559 ﹤0.01% 456
2024
Q1 		$9.15K Hold
238
– – ﹤0.01% 430
2023
Q4 		$10.4K Buy
+238
New +$8.85K 0.01% 397

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Private Wealth Management Group's LPG Position: Q1 2025 in Review

Private Wealth Management Group sold out of Dorian LPG (LPG) in Q1 2025, closing a stake of 87 shares — an estimated $2.12K sold.

Private Wealth Management Group first reported a position in LPG in Q4 2023 and held it in 5 quarters. The position peaked at $10.4K in Q4 2023. 208 funds tracked by Wall St. Rank hold LPG as of Q1 2025.

  • Private Wealth Management Group reported no remaining Dorian LPG position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 87 Dorian LPG shares in Q1 2025, an estimated $2.12K.
  • Private Wealth Management Group first reported a position in Dorian LPG in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Dorian LPG position peaked at $10.4K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.