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Capital Directions Investment Advisors’s Dover DOV Stock Holding History

Capital Directions Investment 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
2022
Q4 		$14.9K Buy
+110
New +$14.6K 0.01% 196
2022
Q3 		– Sell
-110
Closed -$14K – 183
2022
Q2 		$13K Hold
110
– – ﹤0.01% 206
2022
Q1 		$17K Buy
+110
New +$18K 0.01% 209
2021
Q4 		– Sell
-287
Closed -$45K – 103
2021
Q3 		$45K Buy
287
+177
+161% +$29.3K 0.01% 146
2021
Q2 		$17K Buy
+110
New +$16.2K 0.01% 183
2021
Q1 		– Sell
-110
Closed -$14K – 227
2020
Q4 		$14K Hold
110
– – ﹤0.01% 170
2020
Q3 		$12K Hold
110
– – ﹤0.01% 178
2020
Q2 		$11K Hold
110
– – ﹤0.01% 184
2020
Q1 		$9K Hold
110
– – ﹤0.01% 206
2019
Q4 		$13K Hold
110
– – ﹤0.01% 215
2019
Q3 		$11K Buy
+110
New +$10.6K ﹤0.01% 212
2018
Q3 		– Sell
-110
Closed -$8K – 167
2018
Q2 		$8K Buy
+110
New +$8.42K ﹤0.01% 126

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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Directions Investment Advisors's DOV Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Dover (DOV) in Q4 2022: 110 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in DOV as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in DOV in Q2 2018 and has held it in 12 quarters since. The position peaked at $45K in Q3 2021. 867 funds tracked by Wall St. Rank hold DOV as of Q4 2022.

  • Capital Directions Investment Advisors held 110 shares of Dover worth $14.9K as of Q4 2022.
  • Dover was a new Capital Directions Investment Advisors position in Q4 2022.
  • Dover made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #196 holding.
  • Capital Directions Investment Advisors first reported a position in Dover in Q2 2018 and has held it in 12 quarters since.
  • Capital Directions Investment Advisors's Dover position peaked at $45K in Q3 2021.
  • 867 funds tracked by Wall St. Rank held Dover as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.