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Global Wealth Management Investment Advisory’s Dover DOV Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-17
Closed -$2K – 485
2020
Q2 		$2K Hold
17
– – ﹤0.01% 504
2020
Q1 		$1K Sell
17
-16
-48% -$1.7K ﹤0.01% 542
2019
Q4 		$4K Buy
33
+9
+38% +$964 ﹤0.01% 446
2019
Q3 		$2K Sell
24
-112
-82% -$10.7K ﹤0.01% 501
2019
Q2 		$14K Buy
136
+129
+1,843% +$12.4K 0.01% 322
2019
Q1 		$1K Hold
7
– – ﹤0.01% 609
2018
Q4 		$0 Buy
+7
New +$572 ﹤0.01% 703

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's DOV Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Dover (DOV) in Q3 2020, closing a stake of 17 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in DOV in Q4 2018 and held it in 7 quarters. The position peaked at $14K in Q2 2019. 756 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Dover position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 17 Dover shares in Q3 2020, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Dover in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Dover position peaked at $14K in Q2 2019.
  • 756 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.