EWA
DOV icon

Evolution Wealth Advisors’s Dover DOV Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-22
Closed -$3K – 285
2021
Q3 		$3K Hold
22
– – ﹤0.01% 601
2021
Q2 		$3K Hold
22
– – ﹤0.01% 584
2021
Q1 		$3K Hold
22
– – ﹤0.01% 591
2020
Q4 		$3K Sell
22
-86
-80% -$10.2K ﹤0.01% 509
2020
Q3 		$12K Buy
108
+4
+4% +$428 ﹤0.01% 328
2020
Q2 		$10K Buy
104
+25
+32% +$2.31K ﹤0.01% 284
2020
Q1 		$7K Buy
79
+53
+204% +$5.62K ﹤0.01% 229
2019
Q4 		$3K Sell
26
-81
-76% -$8.68K ﹤0.01% 500
2019
Q3 		$11K Buy
107
+85
+386% +$8.15K 0.01% 154
2019
Q2 		$2K Buy
+22
New +$2.11K ﹤0.01% 402

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return