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SYSTM Wealth Solutions’s Dorman Products DORM Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-15
Closed -$1.45K – 744
2024
Q1 		$1.45K Hold
15
– – ﹤0.01% 927
2023
Q4 		$1.25K Buy
+15
New +$1.12K ﹤0.01% 979

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SYSTM Wealth Solutions's DORM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Dorman Products (DORM) in Q2 2024, closing a stake of 15 shares — an estimated $1.45K sold.

SYSTM Wealth Solutions first reported a position in DORM in Q4 2023 and held it in 2 quarters. The position peaked at $1.45K in Q1 2024. 263 funds tracked by Wall St. Rank hold DORM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Dorman Products position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15 Dorman Products shares in Q2 2024, an estimated $1.45K.
  • SYSTM Wealth Solutions first reported a position in Dorman Products in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Dorman Products position peaked at $1.45K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Dorman Products as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.