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Sutton Wealth Advisors’s Dorman Products DORM Stock Holding History

Sutton Wealth Advisors’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
-741
Closed -$59.9K – 1015
2022
Q4 		$59.9K Buy
741
+3
+0.4% +$255 0.02% 340
2022
Q3 		$60.6K Sell
738
-7
-0.9% -$689 0.02% 338
2022
Q2 		$81.7K Sell
745
-1
-0.1% -$99 0.03% 272
2022
Q1 		$70.9K Buy
746
+2
+0.3% +$194 0.02% 318
2021
Q4 		$84.1K Buy
744
+7
+0.9% +$760 0.03% 294
2021
Q3 		$69.8K Hold
737
– – 0.03% 308
2021
Q2 		$76.4K Hold
737
– – 0.03% 296
2021
Q1 		$75.6K Hold
737
– – 0.03% 285
2020
Q4 		$64K Hold
737
– – 0.03% 302
2020
Q3 		$66.6K Hold
737
– – 0.03% 254
2020
Q2 		$49.4K Hold
737
– – 0.03% 299
2020
Q1 		$40.7K Hold
737
– – 0.03% 308
2019
Q4 		$55.8K Hold
737
– – 0.03% 286
2019
Q3 		$58.6K Hold
737
– – 0.03% 270
2019
Q2 		$64.2K Hold
737
– – 0.04% 253
2019
Q1 		$64.9K Hold
737
– – 0.04% 252
2018
Q4 		$66.3K Hold
737
– – 0.04% 238
2018
Q3 		$56.7K Hold
737
– – 0.04% 264
2018
Q2 		$50.3K Hold
737
– – 0.04% 282
2018
Q1 		$48.8K Hold
737
– – 0.03% 278
2017
Q4 		$45.1K Hold
737
– – 0.03% 298
2017
Q3 		$52.8K Hold
737
– – 0.04% 262
2017
Q2 		$61K Hold
737
– – 0.05% 237
2017
Q1 		$60.5K Sell
737
-21
-3% -$1.56K 0.05% 233
2016
Q4 		$55.4K Hold
758
– – 0.05% 249
2016
Q3 		$48.4K Sell
758
-15
-2% -$923 0.04% 261
2016
Q2 		$44.2K Hold
773
– – 0.04% 261
2016
Q1 		$42.1K Buy
+773
New +$36.7K 0.04% 273

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Sutton Wealth Advisors's DORM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Dorman Products (DORM) in Q1 2023, closing a stake of 741 shares — an estimated $59.9K sold.

Sutton Wealth Advisors first reported a position in DORM in Q1 2016 and held it in 28 quarters. The position peaked at $84.1K in Q4 2021. 238 funds tracked by Wall St. Rank hold DORM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Dorman Products position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 741 Dorman Products shares in Q1 2023, an estimated $59.9K.
  • Sutton Wealth Advisors first reported a position in Dorman Products in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Dorman Products position peaked at $84.1K in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Dorman Products as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.