EWM
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Edge Wealth Management’s Dover DOV Stock Holding History

Edge 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
2022
Q1 		– Sell
-23
Closed -$4K – 205
2021
Q4 		$4K Hold
23
– – ﹤0.01% 350
2021
Q3 		$4K Buy
+23
New +$3.81K ﹤0.01% 361
2018
Q4 		– Sell
-465
Closed -$41K – 578
2018
Q3 		$41K Hold
465
– – 0.01% 277
2018
Q2 		$34K Buy
+465
New +$35.6K 0.01% 288

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edge Wealth Management's DOV Position: Q1 2022 in Review

Edge Wealth Management sold out of Dover (DOV) in Q1 2022, closing a stake of 23 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in DOV in Q2 2018 and held it in 4 quarters. The position peaked at $41K in Q3 2018. 902 funds tracked by Wall St. Rank hold DOV as of Q1 2022.

  • Edge Wealth Management reported no remaining Dover position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 23 Dover shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in Dover in Q2 2018 and held it in 4 quarters.
  • Edge Wealth Management's Dover position peaked at $41K in Q3 2018.
  • 902 funds tracked by Wall St. Rank held Dover as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.