CSWM
DOV icon

Cassady Schiller Wealth Management’s Dover DOV Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$15.8K Buy
84
+32
+62% +$6.26K 0.01% 303
2024
Q3 		$9.97K Hold
52
– – ﹤0.01% 319
2024
Q2 		$9.38K Hold
52
– – ﹤0.01% 320
2024
Q1 		$9.21K Hold
52
– – ﹤0.01% 339
2023
Q4 		$8K Hold
52
– – ﹤0.01% 338
2023
Q3 		$7.25K Hold
52
– – ﹤0.01% 349
2023
Q2 		$7.68K Hold
52
– – ﹤0.01% 358
2023
Q1 		$7.9K Hold
52
– – ﹤0.01% 337
2022
Q4 		$7.04K Buy
+52
New +$6.91K ﹤0.01% 341
2022
Q1 		– Sell
-56
Closed -$10K – 239
2021
Q4 		$10K Buy
+56
New +$9.5K 0.01% 314

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return