Capstone Financial Advisors’s Dover DOV Stock Holding History

Capstone 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
2023 Q3	–	Sell	-1,418	Closed	-$209K	–	149
2023 Q2	$209K	Buy	+1,418	New	+$203K	0.02%	122

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Capstone Financial Advisors's DOV Position: Q3 2023 in Review

Capstone Financial Advisors sold out of Dover (DOV) in Q3 2023, closing a stake of 1,418 shares — an estimated $209K sold.

Capstone Financial Advisors first reported a position in DOV in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

Capstone Financial Advisors reported no remaining Dover position as of Q3 2023 after selling out during the quarter.
Capstone Financial Advisors sold 1,418 Dover shares in Q3 2023, an estimated $209K.
Capstone Financial Advisors first reported a position in Dover in Q2 2023 and held it in 1 quarter.
Capstone Financial Advisors's Dover position peaked at $209K in Q2 2023.
839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Capstone Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.