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Atlas Private Wealth Management’s Dover DOV Stock Holding History

Atlas Private 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
2021
Q2 		– Sell
-10
Closed -$1K – 178
2021
Q1 		$1K Hold
10
– – ﹤0.01% 375
2020
Q4 		$1K Hold
10
– – ﹤0.01% 354
2020
Q3 		$1K Hold
10
– – ﹤0.01% 377
2020
Q2 		$1K Hold
10
– – ﹤0.01% 431
2020
Q1 		$1K Hold
10
– – ﹤0.01% 427
2019
Q4 		$1K Buy
+10
New +$1.07K ﹤0.01% 446

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Atlas Private Wealth Management's DOV Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Dover (DOV) in Q2 2021, closing a stake of 10 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in DOV in Q4 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2021. 835 funds tracked by Wall St. Rank hold DOV as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Dover position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 10 Dover shares in Q2 2021, an estimated $1K.
  • Atlas Private Wealth Management first reported a position in Dover in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Dover position peaked at $1K in Q1 2021.
  • 835 funds tracked by Wall St. Rank held Dover as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.