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Brandywine Oak Private Wealth’s Dover DOV Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		– Sell
-1,838
Closed -$222K – 300
2022
Q2 		$222K Hold
1,838
– – 0.03% 295
2022
Q1 		$288K Hold
1,838
– – 0.03% 265
2021
Q4 		$333K Sell
1,838
-91
-5% -$15.4K 0.04% 241
2021
Q3 		$299K Hold
1,929
– – 0.03% 253
2021
Q2 		$290K Buy
+1,929
New +$285K 0.03% 254
2020
Q2 		– Sell
-2,524
Closed -$211K – 259
2020
Q1 		$211K Buy
2,524
+53
+2% +$5.62K 0.04% 198
2019
Q4 		$284K Sell
2,471
-162
-6% -$17.4K 0.05% 187
2019
Q3 		$262K Sell
2,633
-6
-0.2% -$576 0.05% 190
2019
Q2 		$264K Buy
2,639
+23
+0.9% +$2.21K 0.05% 183
2019
Q1 		$245K Buy
2,616
+15
+0.6% +$1.3K 0.05% 190
2018
Q4 		$184K Buy
+2,601
New +$212K 0.04% 205

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return