TWA
DORM icon

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 $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return