BFA
DOV icon

Beaumont Financial Advisors’s Dover DOV Stock Holding History

Beaumont Financial Advisors’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
2020
Q1 		– Sell
-1,760
Closed -$203K – 244
2019
Q4 		$203K Buy
+1,760
New +$189K 0.02% 267
2018
Q1 		– Sell
-2,476
Closed -$202K – 210
2017
Q4 		$202K Buy
+2,476
New +$192K 0.02% 185

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaumont Financial Advisors's DOV Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of Dover (DOV) in Q1 2020, closing a stake of 1,760 shares — an estimated $203K sold.

Beaumont Financial Advisors first reported a position in DOV in Q4 2017 and held it in 2 quarters. The position peaked at $203K in Q4 2019. 719 funds tracked by Wall St. Rank hold DOV as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining Dover position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,760 Dover shares in Q1 2020, an estimated $203K.
  • Beaumont Financial Advisors first reported a position in Dover in Q4 2017 and held it in 2 quarters.
  • Beaumont Financial Advisors's Dover position peaked at $203K in Q4 2019.
  • 719 funds tracked by Wall St. Rank held Dover as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.