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GGM Wealth Advisors’s Dover DOV Stock Holding History

GGM 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
2024
Q4 		– Sell
-1,550
Closed -$297K – 145
2024
Q3 		$297K Hold
1,550
– – 0.13% 115
2024
Q2 		$280K Sell
1,550
-1,100
-42% -$197K 0.13% 112
2024
Q1 		$470K Hold
2,650
– – 0.22% 78
2023
Q4 		$397K Hold
2,650
– – 0.16% 93
2023
Q3 		$370K Hold
2,650
– – 0.16% 91
2023
Q2 		$396K Buy
+2,650
New +$379K 0.16% 89
2023
Q1 		– Sell
-2,650
Closed -$369K – 80
2022
Q4 		$369K Hold
2,650
– – 0.19% 85
2022
Q3 		$337K Hold
2,650
– – 0.18% 93
2022
Q2 		$320K Hold
2,650
– – 0.18% 96
2022
Q1 		$401K Buy
+2,650
New +$435K 0.2% 89

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GGM Wealth Advisors's DOV Position: Q4 2024 in Review

GGM Wealth Advisors sold out of Dover (DOV) in Q4 2024, closing a stake of 1,550 shares — an estimated $297K sold.

GGM Wealth Advisors first reported a position in DOV in Q1 2022 and held it in 10 quarters. The position peaked at $470K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • GGM Wealth Advisors reported no remaining Dover position as of Q4 2024 after selling out during the quarter.
  • GGM Wealth Advisors sold 1,550 Dover shares in Q4 2024, an estimated $297K.
  • GGM Wealth Advisors first reported a position in Dover in Q1 2022 and held it in 10 quarters.
  • GGM Wealth Advisors's Dover position peaked at $470K in Q1 2024.
  • 1,051 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on GGM Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.