AWE
DOV icon

Avidian Wealth Enterprises’s Dover DOV Stock Holding History

Avidian Wealth Enterprises’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
2018
Q4 		– Sell
-8,788
Closed -$778K – 96
2018
Q3 		$778K Buy
+8,788
New +$725K 0.24% 40
2018
Q2 		– Sell
-5,653
Closed -$448K – 105
2018
Q1 		$448K Buy
+5,653
New +$463K 0.15% 57

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's DOV Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of Dover (DOV) in Q4 2018, closing a stake of 8,788 shares — an estimated $778K sold.

Avidian Wealth Enterprises first reported a position in DOV in Q1 2018 and held it in 2 quarters. The position peaked at $778K in Q3 2018. 689 funds tracked by Wall St. Rank hold DOV as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining Dover position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 8,788 Dover shares in Q4 2018, an estimated $778K.
  • Avidian Wealth Enterprises first reported a position in Dover in Q1 2018 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Dover position peaked at $778K in Q3 2018.
  • 689 funds tracked by Wall St. Rank held Dover as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.