CFM Wealth Partners’s Dover DOV Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-200	Closed	-$19K	–	241
2020 Q2	$19K	Hold	200	–	–	0.01%	362
2020 Q1	$17K	Sell	200 -25	-11%	-$2.65K	0.01%	383
2019 Q4	$27K	Buy	+225	New	+$24.1K	0.01%	329

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CFM Wealth Partners's DOV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Dover (DOV) in Q3 2020, closing a stake of 200 shares — an estimated $19K sold.

CFM Wealth Partners first reported a position in DOV in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q4 2019. 755 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

CFM Wealth Partners reported no remaining Dover position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 200 Dover shares in Q3 2020, an estimated $19K.
CFM Wealth Partners first reported a position in Dover in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Dover position peaked at $27K in Q4 2019.
755 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.