Spire Wealth Management’s Dorian LPG LPG Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-45	Closed	-$1.73K	–	2319
2024 Q1	$1.73K	Buy	45 +10	+29%	+$385	﹤0.01%	2126
2023 Q4	$1.47K	Buy	35 +16	+84%	+$595	﹤0.01%	2203
2023 Q3	$546	Sell	19 -28,525	-100%	-$767K	﹤0.01%	2341
2023 Q2	$732K	Buy	+28,544	New	+$648K	0.03%	407
2023 Q1	–	Sell	-560	Closed	-$11K	–	2540
2022 Q4	$11K	Hold	560	–	–	﹤0.01%	1580
2022 Q3	$8K	Sell	560 -430	-43%	-$6.47K	﹤0.01%	1627
2022 Q2	$15K	Sell	990 -1,470	-60%	-$23.3K	﹤0.01%	1776
2022 Q1	$36K	Hold	2,460	–	–	﹤0.01%	1575
2021 Q4	$31K	Hold	2,460	–	–	﹤0.01%	1933
2021 Q3	$31K	Buy	2,460 +160	+7%	+$2K	﹤0.01%	1675
2021 Q2	$32K	Hold	2,300	–	–	﹤0.01%	1667
2021 Q1	$30K	Buy	+2,300	New	+$30.5K	﹤0.01%	1969

Other funds holding LPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Spire Wealth Management's LPG Position: Q2 2024 in Review

Spire Wealth Management sold out of Dorian LPG (LPG) in Q2 2024, closing a stake of 45 shares — an estimated $1.73K sold.

Spire Wealth Management first reported a position in LPG in Q1 2021 and held it in 12 quarters. The position peaked at $732K in Q2 2023. 239 funds tracked by Wall St. Rank hold LPG as of Q2 2024.

Spire Wealth Management reported no remaining Dorian LPG position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 45 Dorian LPG shares in Q2 2024, an estimated $1.73K.
Spire Wealth Management first reported a position in Dorian LPG in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's Dorian LPG position peaked at $732K in Q2 2023.
239 funds tracked by Wall St. Rank held Dorian LPG as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.