Venturi Wealth Management’s Dorian LPG LPG Stock Holding History

Venturi Wealth Management’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
2024 Q4	–	Sell	-125	Closed	-$4.3K	–	2001
2024 Q3	$4.3K	Buy	+125	New	+$4.73K	﹤0.01%	1508

Other funds holding LPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Venturi Wealth Management's LPG Position: Q4 2024 in Review

Venturi Wealth Management sold out of Dorian LPG (LPG) in Q4 2024, closing a stake of 125 shares — an estimated $4.3K sold.

Venturi Wealth Management first reported a position in LPG in Q3 2024 and held it in 1 quarter. The position peaked at $4.3K in Q3 2024. 210 funds tracked by Wall St. Rank hold LPG as of Q4 2024.

Venturi Wealth Management reported no remaining Dorian LPG position as of Q4 2024 after selling out during the quarter.
Venturi Wealth Management sold 125 Dorian LPG shares in Q4 2024, an estimated $4.3K.
Venturi Wealth Management first reported a position in Dorian LPG in Q3 2024 and held it in 1 quarter.
Venturi Wealth Management's Dorian LPG position peaked at $4.3K in Q3 2024.
210 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.