Buck Wealth Strategies’s Dover DOV Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-17	Closed	-$2.34K	–	131
2023 Q3	$2.34K	Hold	17	–	–	﹤0.01%	303
2023 Q2	$2.47K	Hold	17	–	–	﹤0.01%	229
2023 Q1	$2.53K	Buy	+17	New	+$2.5K	﹤0.01%	170

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Buck Wealth Strategies's DOV Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Dover (DOV) in Q4 2023, closing a stake of 17 shares — an estimated $2.34K sold.

Buck Wealth Strategies first reported a position in DOV in Q1 2023 and held it in 3 quarters. The position peaked at $2.53K in Q1 2023. 886 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

Buck Wealth Strategies reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 17 Dover shares in Q4 2023, an estimated $2.34K.
Buck Wealth Strategies first reported a position in Dover in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Dover position peaked at $2.53K in Q1 2023.
886 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.