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Filbrandt Wealth Management’s Dover DOV Stock Holding History

Filbrandt 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
2021
Q3 		$3K Hold
22
– – ﹤0.01% 158
2021
Q2 		$3K Sell
22
-1
-4% -$148 ﹤0.01% 154
2021
Q1 		$3K Buy
+23
New +$2.93K ﹤0.01% 147

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
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 $530B AUM 22.01% 1-Year Est. Return

Filbrandt Wealth Management's DOV Position: Q3 2021 in Review

Filbrandt Wealth Management held its Dover (DOV) position steady in Q3 2021 at 22 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Filbrandt Wealth Management first reported a position in DOV in Q1 2021 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold DOV as of Q3 2021.

  • Filbrandt Wealth Management held 22 shares of Dover worth $3K as of Q3 2021.
  • Filbrandt Wealth Management left its Dover share count unchanged in Q3 2021.
  • Dover made up ﹤0.01% of Filbrandt Wealth Management's portfolio in Q3 2021, its #158 holding.
  • Filbrandt Wealth Management first reported a position in Dover in Q1 2021 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Dover as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.