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Stratos Wealth Partners’s Dorman Products DORM Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-24
Closed -$2K – 1214
2018
Q3 		$2K Buy
+24
New +$1.83K ﹤0.01% 2679
2018
Q2 		– Sell
-24
Closed -$2K – 1350
2018
Q1 		$2K Hold
24
– – ﹤0.01% 2837
2017
Q4 		$1K Buy
+24
New +$1.63K ﹤0.01% 2697

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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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Stratos Wealth Partners's DORM Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Dorman Products (DORM) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in DORM in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 255 funds tracked by Wall St. Rank hold DORM as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Dorman Products position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 24 Dorman Products shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in Dorman Products in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Dorman Products position peaked at $2K in Q3 2018.
  • 255 funds tracked by Wall St. Rank held Dorman Products as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.