AWM
DOV icon

Accel Wealth Management’s Dover DOV Stock Holding History

Accel 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
-71
Closed -$10.8K – 345
2023
Q1 		$10.8K Hold
71
– – ﹤0.01% 864
2022
Q4 		$9.59K Sell
71
-69
-49% -$9.16K ﹤0.01% 718
2022
Q3 		$17K Sell
140
-7
-5% -$893 0.01% 605
2022
Q2 		$18K Sell
147
-18
-11% -$2.43K 0.01% 570
2022
Q1 		$26K Buy
165
+1
+0.6% +$164 0.01% 499
2021
Q4 		$30K Buy
164
+24
+17% +$4.07K 0.01% 478
2021
Q3 		$22K Sell
140
-24
-15% -$3.98K 0.01% 480
2021
Q2 		$25K Hold
164
– – 0.02% 476
2021
Q1 		$23K Hold
164
– – 0.02% 468
2020
Q4 		$21K Buy
+164
New +$19.5K 0.02% 474

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return