BRWM
DOV icon

B. Riley Wealth Management’s Dover DOV Stock Holding History

B. Riley 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
2022
Q2 		$739 Sell
6,090
-2,575
-30% -$348K ﹤0.01% 343
2022
Q1 		$1.36M Buy
8,665
+89
+1% +$14.6K 0.1% 184
2021
Q4 		$1.56M Buy
8,576
+206
+2% +$35K 0.11% 179
2021
Q3 		$1.3M Buy
8,370
+65
+0.8% +$10.8K 0.1% 192
2021
Q2 		$1.25M Hold
8,305
– – 0.14% 147
2021
Q1 		$1.14M Hold
8,305
– – 0.13% 145
2020
Q4 		$1.05M Hold
8,305
– – 0.14% 142
2020
Q3 		$900K Sell
8,305
-162
-2% -$17.3K 0.11% 155
2020
Q2 		$818K Sell
8,467
-1,232
-13% -$114K 0.09% 179
2020
Q1 		$814K Buy
+9,699
New +$1.03M 0.09% 200

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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