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U.S. Capital Wealth Advisors’s Dorman Products DORM Stock Holding History

U.S. Capital 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
Q1 		– Sell
-127
Closed -$10.3K – 865
2022
Q4 		$10.3K Buy
+127
New +$10.8K ﹤0.01% 1269

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

U.S. Capital Wealth Advisors's DORM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Dorman Products (DORM) in Q1 2023, closing a stake of 127 shares — an estimated $10.3K sold.

U.S. Capital Wealth Advisors first reported a position in DORM in Q4 2022 and held it in 1 quarter. The position peaked at $10.3K in Q4 2022. 238 funds tracked by Wall St. Rank hold DORM as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Dorman Products position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 127 Dorman Products shares in Q1 2023, an estimated $10.3K.
  • U.S. Capital Wealth Advisors first reported a position in Dorman Products in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Dorman Products position peaked at $10.3K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held Dorman Products as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.