WealthTrust-Arizona’s Dorman Products DORM Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$22K	Hold	244	–	–	0.01%	250
2018 Q3	$19K	Sell	244 -3	-1%	-$229	0.01%	289
2018 Q2	$17K	Buy	247 +57	+30%	+$3.84K	0.01%	294
2018 Q1	$13K	Hold	190	–	–	0.01%	355
2017 Q4	$12K	Hold	190	–	–	0.01%	374
2017 Q3	$14K	Hold	190	–	–	0.01%	334
2017 Q2	$16K	Hold	190	–	–	0.01%	292
2017 Q1	$16K	Hold	190	–	–	0.01%	297
2016 Q4	$14K	Sell	190 -111	-37%	-$7.58K	0.01%	318
2016 Q3	$19K	Hold	301	–	–	0.01%	250
2016 Q2	$17K	Hold	301	–	–	0.01%	260
2016 Q1	$16K	Hold	301	–	–	0.01%	274
2015 Q4	$14K	Hold	301	–	–	0.01%	327
2015 Q3	$15K	Buy	301 +173	+135%	+$8.66K	0.01%	310
2015 Q2	$6K	Sell	128 -21	-14%	-$1.02K	﹤0.01%	468
2015 Q1	$7K	Sell	149 -1	-0.7%	-$47	﹤0.01%	462
2014 Q4	$7K	Sell	150 -18	-11%	-$834	0.01%	441
2014 Q3	$7K	Hold	168	–	–	0.01%	454
2014 Q2	$8K	Buy	+168	New	+$9.16K	0.01%	440

Other funds holding DORM

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

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

Dimensional Fund Advisors

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return