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TCI Wealth Advisors’s Dorman Products DORM Stock Holding History

TCI 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
Q2 		– Sell
-34
Closed -$2.93K – 758
2023
Q1 		$2.93K Hold
34
– – ﹤0.01% 1866
2022
Q4 		$2.75K Hold
34
– – ﹤0.01% 1894
2022
Q3 		$3K Sell
34
-96
-74% -$9.45K ﹤0.01% 1752
2022
Q2 		$14K Hold
130
– – ﹤0.01% 802
2022
Q1 		$12K Buy
130
+98
+306% +$9.5K ﹤0.01% 970
2021
Q4 		$4K Hold
32
– – ﹤0.01% 1794
2021
Q3 		$3K Sell
32
-26
-45% -$2.56K ﹤0.01% 1921
2021
Q2 		$6K Buy
58
+7
+14% +$718 ﹤0.01% 1297
2021
Q1 		$5K Buy
51
+19
+59% +$1.9K ﹤0.01% 1243
2020
Q4 		$3K Hold
32
– – ﹤0.01% 1075
2020
Q3 		$3K Hold
32
– – ﹤0.01% 934
2020
Q2 		$2K Buy
+32
New +$2.06K ﹤0.01% 1044
2020
Q1 		– Sell
-17
Closed -$1K – 1536
2019
Q4 		$1K Hold
17
– – ﹤0.01% 1319
2019
Q3 		$1K Buy
+17
New +$1.32K ﹤0.01% 1260

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

TCI Wealth Advisors's DORM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dorman Products (DORM) in Q2 2023, closing a stake of 34 shares — an estimated $2.93K sold.

TCI Wealth Advisors first reported a position in DORM in Q3 2019 and held it in 14 quarters. The position peaked at $14K in Q2 2022. 231 funds tracked by Wall St. Rank hold DORM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Dorman Products position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 34 Dorman Products shares in Q2 2023, an estimated $2.93K.
  • TCI Wealth Advisors first reported a position in Dorman Products in Q3 2019 and held it in 14 quarters.
  • TCI Wealth Advisors's Dorman Products position peaked at $14K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Dorman Products as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.