Bernardo Wealth Planning’s Dover DOV Stock Holding History

Bernardo Wealth Planning’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 Q1	–	Sell	-1,734	Closed	-$218K	–	97
2020 Q4	$218K	Buy	+1,734	New	+$206K	0.08%	160
2020 Q1	–	Sell	-1,969	Closed	-$226K	–	141
2019 Q4	$226K	Buy	+1,969	New	+$211K	0.14%	150
2019 Q3	–	Sell	-2,099	Closed	-$210K	–	161
2019 Q2	$210K	Buy	+2,099	New	+$201K	0.16%	138

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bernardo Wealth Planning's DOV Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Dover (DOV) in Q1 2021, closing a stake of 1,734 shares — an estimated $218K sold.

Bernardo Wealth Planning first reported a position in DOV in Q2 2019 and held it in 3 quarters. The position peaked at $226K in Q4 2019. 814 funds tracked by Wall St. Rank hold DOV as of Q1 2021.

Bernardo Wealth Planning reported no remaining Dover position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 1,734 Dover shares in Q1 2021, an estimated $218K.
Bernardo Wealth Planning first reported a position in Dover in Q2 2019 and held it in 3 quarters.
Bernardo Wealth Planning's Dover position peaked at $226K in Q4 2019.
814 funds tracked by Wall St. Rank held Dover as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.