Core Wealth Advisors (Florida)’s Dover DOV Stock Holding History

Core Wealth Advisors (Florida)’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	-56	Closed	-$7.81K	–	270
2023 Q3	$7.81K	Hold	56	–	–	﹤0.01%	177
2023 Q2	$8.27K	Hold	56	–	–	﹤0.01%	171
2023 Q1	$8.51K	Hold	56	–	–	﹤0.01%	170
2022 Q4	$7.58K	Buy	+56	New	+$7.44K	﹤0.01%	179

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DOV Position: Q4 2023 in Review

Core Wealth Advisors (Florida) sold out of Dover (DOV) in Q4 2023, closing a stake of 56 shares — an estimated $7.81K sold.

Core Wealth Advisors (Florida) first reported a position in DOV in Q4 2022 and held it in 4 quarters. The position peaked at $8.51K in Q1 2023. 887 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

Core Wealth Advisors (Florida) reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 56 Dover shares in Q4 2023, an estimated $7.81K.
Core Wealth Advisors (Florida) first reported a position in Dover in Q4 2022 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Dover position peaked at $8.51K in Q1 2023.
887 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q4 2023, filed 14 Feb 2024.