9258 Wealth Management’s Dover DOV Stock Holding History

9258 Wealth Management’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
2023 Q2	–	Sell	-1,649	Closed	-$251K	–	322
2023 Q1	$251K	Sell	1,649 -8	-0.5%	-$1.17K	0.05%	277
2022 Q4	$224K	Buy	+1,657	New	+$220K	0.05%	289

Other funds holding DOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

9258 Wealth Management's DOV Position: Q2 2023 in Review

9258 Wealth Management sold out of Dover (DOV) in Q2 2023, closing a stake of 1,649 shares — an estimated $251K sold.

9258 Wealth Management first reported a position in DOV in Q4 2022 and held it in 2 quarters. The position peaked at $251K in Q1 2023. 900 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

9258 Wealth Management reported no remaining Dover position as of Q2 2023 after selling out during the quarter.
9258 Wealth Management sold 1,649 Dover shares in Q2 2023, an estimated $251K.
9258 Wealth Management first reported a position in Dover in Q4 2022 and held it in 2 quarters.
9258 Wealth Management's Dover position peaked at $251K in Q1 2023.
900 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on 9258 Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.