SWA
LPG icon

Sutton Wealth Advisors’s Dorian LPG LPG Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-8
Closed -$152 – 1227
2022
Q4 		$152 Hold
8
– – ﹤0.01% 1611
2022
Q3 		$109 Hold
8
– – ﹤0.01% 1583
2022
Q2 		$122 Hold
8
– – ﹤0.01% 1603
2022
Q1 		$116 Buy
+8
New +$106 ﹤0.01% 1608
2020
Q2 		– Sell
-1,111
Closed -$9.68K – 1252
2020
Q1 		$9.68K Buy
+1,111
New +$13.1K 0.01% 660
2018
Q1 		– Sell
-91
Closed -$748 – 1138
2017
Q4 		$748 Buy
+91
New +$699 ﹤0.01% 1021

Other funds holding LPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Dorian LPG (LPG) in Q1 2023, closing a stake of 8 shares — an estimated $152 sold.

Sutton Wealth Advisors first reported a position in LPG in Q4 2017 and held it in 6 quarters. The position peaked at $9.68K in Q1 2020. 180 funds tracked by Wall St. Rank hold LPG as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Dorian LPG position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 Dorian LPG shares in Q1 2023, an estimated $152.
  • Sutton Wealth Advisors first reported a position in Dorian LPG in Q4 2017 and held it in 6 quarters.
  • Sutton Wealth Advisors's Dorian LPG position peaked at $9.68K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held Dorian LPG as of Q1 2023.

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