TCI Wealth Advisors’s Dorian LPG LPG Stock Holding History

TCI 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 Q2	–	Sell	-552	Closed	-$11K	–	1337
2023 Q1	$11K	Hold	552	–	–	﹤0.01%	1027
2022 Q4	$10.5K	Hold	552	–	–	﹤0.01%	1045
2022 Q3	$7K	Hold	552	–	–	﹤0.01%	1263
2022 Q2	$8K	Hold	552	–	–	﹤0.01%	1163
2022 Q1	$8K	Hold	552	–	–	﹤0.01%	1259
2021 Q4	$7K	Buy	552 +267	+94%	+$3.38K	﹤0.01%	1433
2021 Q3	$4K	Buy	+285	New	+$3.56K	﹤0.01%	1775

Other funds holding LPG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Dorian LPG (LPG) in Q2 2023, closing a stake of 552 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in LPG in Q3 2021 and held it in 7 quarters. The position peaked at $11K in Q1 2023. 192 funds tracked by Wall St. Rank hold LPG as of Q2 2023.

TCI Wealth Advisors reported no remaining Dorian LPG position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 552 Dorian LPG shares in Q2 2023, an estimated $11K.
TCI Wealth Advisors first reported a position in Dorian LPG in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's Dorian LPG position peaked at $11K in Q1 2023.
192 funds tracked by Wall St. Rank held Dorian LPG as of Q2 2023.

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