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Curi Wealth Management’s Dover DOV Stock Holding History

Curi 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
Q1 		– Sell
-2,250
Closed -$346K – 39
2023
Q4 		$346K Buy
2,250
+4
+0.2% +$560 0.05% 111
2023
Q3 		$313K Buy
2,246
+1
+0% +$144 0.05% 110
2023
Q2 		$331K Sell
2,245
-3
-0.1% -$429 0.04% 118
2023
Q1 		$342K Buy
2,248
+18
+0.8% +$2.64K 0.05% 112
2022
Q4 		$302K Buy
2,230
+2
+0.1% +$266 0.04% 143
2022
Q3 		$260K Buy
+2,228
New +$284K 0.04% 145

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's DOV Position: Q1 2024 in Review

Curi Wealth Management sold out of Dover (DOV) in Q1 2024, closing a stake of 2,250 shares — an estimated $346K sold.

Curi Wealth Management first reported a position in DOV in Q3 2022 and held it in 6 quarters. The position peaked at $346K in Q4 2023. 918 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Curi Wealth Management reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 2,250 Dover shares in Q1 2024, an estimated $346K.
  • Curi Wealth Management first reported a position in Dover in Q3 2022 and held it in 6 quarters.
  • Curi Wealth Management's Dover position peaked at $346K in Q4 2023.
  • 918 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.