1WA
DOV icon

180 Wealth Advisors’s Dover DOV Stock Holding History

180 Wealth Advisors’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,854
Closed -$281K – 376
2022
Q1 		$281K Sell
1,854
-19
-1% -$3.12K 0.06% 291
2021
Q4 		$325K Sell
1,873
-76
-4% -$12.9K 0.07% 258
2021
Q3 		$322K Sell
1,949
-126
-6% -$20.9K 0.07% 271
2021
Q2 		$356K Sell
2,075
-251
-11% -$37K 0.08% 235
2021
Q1 		$345K Sell
2,326
-183
-7% -$23.3K 0.09% 219
2020
Q4 		$315K Sell
2,509
-60
-2% -$7.13K 0.09% 209
2020
Q3 		$293K Sell
2,569
-47
-2% -$5.03K 0.11% 184
2020
Q2 		$271K Sell
2,616
-9
-0.3% -$831 0.11% 191
2020
Q1 		$212K Buy
2,625
+13
+0.5% +$1.38K 0.11% 195
2019
Q4 		$307K Sell
2,612
-223
-8% -$23.9K 0.12% 197
2019
Q3 		$276K Sell
2,835
-33
-1% -$3.17K 0.12% 202
2019
Q2 		$271K Sell
2,868
-49
-2% -$4.7K 0.12% 197
2019
Q1 		$284K Buy
2,917
+257
+10% +$22.2K 0.13% 199
2018
Q4 		$236K Hold
2,660
– – 0.11% 219
2018
Q3 		$236K Sell
2,660
-180
-6% -$14.9K 0.11% 219
2018
Q2 		$208K Sell
2,840
-1,028
-27% -$78.7K 0.1% 224
2018
Q1 		$305K Sell
3,868
-1,637
-30% -$134K 0.16% 164
2017
Q4 		$449K Buy
+5,505
New +$426K 0.23% 122

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return