ProVise Management Group’s Dorian LPG LPG Stock Holding History

ProVise 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
2024 Q1	–	Sell	-5,408	Closed	-$237K	–	323
2023 Q4	$237K	Buy	+5,408	New	+$201K	0.02%	302

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ProVise Management Group's LPG Position: Q1 2024 in Review

ProVise Management Group sold out of Dorian LPG (LPG) in Q1 2024, closing a stake of 5,408 shares — an estimated $237K sold.

ProVise Management Group first reported a position in LPG in Q4 2023 and held it in 1 quarter. The position peaked at $237K in Q4 2023. 242 funds tracked by Wall St. Rank hold LPG as of Q1 2024.

ProVise Management Group reported no remaining Dorian LPG position as of Q1 2024 after selling out during the quarter.
ProVise Management Group sold 5,408 Dorian LPG shares in Q1 2024, an estimated $237K.
ProVise Management Group first reported a position in Dorian LPG in Q4 2023 and held it in 1 quarter.
ProVise Management Group's Dorian LPG position peaked at $237K in Q4 2023.
242 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2024.

Based on ProVise Management Group's 13F filing for Q1 2024, filed 9 May 2024.