EWA
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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 $1.81T 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 $3.37T AUM 44.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Evolution Wealth Advisors's DOV Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Dover (DOV) in Q4 2021, closing a stake of 22 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in DOV in Q2 2019 and held it in 10 quarters. The position peaked at $12K in Q3 2020. 943 funds tracked by Wall St. Rank hold DOV as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Dover position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 22 Dover shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Dover in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Dover position peaked at $12K in Q3 2020.
  • 943 funds tracked by Wall St. Rank held Dover as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.