AWM
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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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Accel Wealth Management sold out of Dover (DOV) in Q2 2023, closing a stake of 71 shares — an estimated $10.8K sold.

Accel Wealth Management first reported a position in DOV in Q4 2020 and held it in 10 quarters. The position peaked at $30K in Q4 2021. 900 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

  • Accel Wealth Management reported no remaining Dover position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 71 Dover shares in Q2 2023, an estimated $10.8K.
  • Accel Wealth Management first reported a position in Dover in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Dover position peaked at $30K in Q4 2021.
  • 900 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.