FinTrust Capital Advisors’s Dover DOV Stock Holding History

FinTrust Capital 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
2024 Q3	$58.9K	Buy	307 +150	+96%	+$27.3K	0.01%	535
2024 Q2	$28.3K	Hold	157	–	–	0.01%	685
2024 Q1	$27.8K	Hold	157	–	–	0.01%	673
2023 Q4	$24.1K	Buy	157 +64	+69%	+$8.97K	﹤0.01%	659
2023 Q3	$13K	Buy	93 +57	+158%	+$8.23K	﹤0.01%	737
2023 Q2	$4.88K	Hold	36	–	–	﹤0.01%	876
2023 Q1	$4.88K	Hold	36	–	–	﹤0.01%	870
2022 Q4	$4.88K	Sell	36 -183	-84%	-$24.3K	﹤0.01%	868
2022 Q3	$27K	Sell	219 -43	-16%	-$5.49K	0.01%	649
2022 Q2	$34K	Sell	262 -14	-5%	-$1.89K	0.01%	597
2022 Q1	$44K	Buy	+276	New	+$45.3K	0.01%	591
2019 Q2	–	Sell	-54	Closed	-$5K	–	1106
2019 Q1	$5K	Hold	54	–	–	﹤0.01%	926
2018 Q4	$4K	Buy	+54	New	+$4.41K	﹤0.01%	969

Other funds holding DOV

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 New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return