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Wealth Preservation Advisors’s Dorian LPG LPG Stock Holding History

Wealth Preservation 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
2025
Q2 		– Sell
-436
Closed -$9.74K – 607
2025
Q1 		$9.74K Buy
+436
New +$10.1K 0.01% 317

Other funds holding LPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's LPG Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of Dorian LPG (LPG) in Q2 2025, closing a stake of 436 shares — an estimated $9.74K sold.

Wealth Preservation Advisors first reported a position in LPG in Q1 2025 and held it in 1 quarter. The position peaked at $9.74K in Q1 2025. 216 funds tracked by Wall St. Rank hold LPG as of Q2 2025.

  • Wealth Preservation Advisors reported no remaining Dorian LPG position as of Q2 2025 after selling out during the quarter.
  • Wealth Preservation Advisors sold 436 Dorian LPG shares in Q2 2025, an estimated $9.74K.
  • Wealth Preservation Advisors first reported a position in Dorian LPG in Q1 2025 and held it in 1 quarter.
  • Wealth Preservation Advisors's Dorian LPG position peaked at $9.74K in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Dorian LPG as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.