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Wealthspire Advisors (Maryland)’s Dorman Products DORM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-796
Closed -$70K – 861
2019
Q1 		$70K Hold
796
– – 0.01% 771
2018
Q4 		$72K Sell
796
-385
-33% -$30.8K 0.01% 717
2018
Q3 		$91K Buy
1,181
+9
+0.8% +$688 0.01% 730
2018
Q2 		$80K Sell
1,172
-120
-9% -$8.09K 0.01% 794
2018
Q1 		$86K Hold
1,292
– – 0.01% 764
2017
Q4 		$79K Sell
1,292
-91
-7% -$6.17K 0.01% 807
2017
Q3 		$99K Sell
1,383
-64
-4% -$4.6K 0.01% 712
2017
Q2 		$120K Buy
1,447
+139
+11% +$11.3K 0.01% 620
2017
Q1 		$107K Sell
1,308
-62
-5% -$4.6K 0.02% 576
2016
Q4 		$100K Buy
1,370
+9
+0.7% +$614 0.02% 579
2016
Q3 		$87K Hold
1,361
– – 0.01% 612
2016
Q2 		$78K Hold
1,361
– – 0.01% 600
2016
Q1 		$74K Buy
1,361
+245
+22% +$11.6K 0.01% 601
2015
Q4 		$53K Buy
+1,116
New +$54.4K 0.01% 698

Other funds holding DORM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DORM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Dorman Products (DORM) in Q2 2019, closing a stake of 796 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in DORM in Q4 2015 and held it in 14 quarters. The position peaked at $120K in Q2 2017. 242 funds tracked by Wall St. Rank hold DORM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dorman Products position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 796 Dorman Products shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in Dorman Products in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Dorman Products position peaked at $120K in Q2 2017.
  • 242 funds tracked by Wall St. Rank held Dorman Products as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.