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YorkBridge Wealth Partners’s Dorman Products DORM Stock Holding History

YorkBridge Wealth Partners’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
Q2 		– Sell
-35
Closed -$2K – 850
2018
Q1 		$2K Hold
35
– – ﹤0.01% 766
2017
Q4 		$2K Sell
35
-1,364
-97% -$92.5K ﹤0.01% 790
2017
Q3 		$100K Buy
1,399
+9
+0.6% +$647 0.05% 281
2017
Q2 		$115K Buy
1,390
+41
+3% +$3.35K 0.06% 244
2017
Q1 		$116K Buy
1,349
+98
+8% +$7.28K 0.06% 234
2016
Q4 		$90K Buy
+1,251
New +$85.4K 0.05% 253

Other funds holding DORM

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Vanguard Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

YorkBridge Wealth Partners's DORM Position: Q2 2018 in Review

YorkBridge Wealth Partners sold out of Dorman Products (DORM) in Q2 2018, closing a stake of 35 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in DORM in Q4 2016 and held it in 6 quarters. The position peaked at $116K in Q1 2017. 222 funds tracked by Wall St. Rank hold DORM as of Q2 2018.

  • YorkBridge Wealth Partners reported no remaining Dorman Products position as of Q2 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 35 Dorman Products shares in Q2 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Dorman Products in Q4 2016 and held it in 6 quarters.
  • YorkBridge Wealth Partners's Dorman Products position peaked at $116K in Q1 2017.
  • 222 funds tracked by Wall St. Rank held Dorman Products as of Q2 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2018, filed 10 Aug 2018.