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Harvest Group Wealth Management’s Dover DOV Stock Holding History

Harvest Group 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
2020
Q3 		– Sell
-145
Closed -$14K – 638
2020
Q2 		$14K Hold
145
– – 0.01% 183
2020
Q1 		$12K Hold
145
– – 0.01% 183
2019
Q4 		$16K Hold
145
– – 0.01% 177
2019
Q3 		$14K Hold
145
– – 0.02% 204
2019
Q2 		$14K Hold
145
– – 0.02% 183
2019
Q1 		$14K Buy
+145
New +$12.5K 0.01% 194

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

Harvest Group Wealth Management's DOV Position: Q3 2020 in Review

Harvest Group Wealth Management sold out of Dover (DOV) in Q3 2020, closing a stake of 145 shares — an estimated $14K sold.

Harvest Group Wealth Management first reported a position in DOV in Q1 2019 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 755 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

  • Harvest Group Wealth Management reported no remaining Dover position as of Q3 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 145 Dover shares in Q3 2020, an estimated $14K.
  • Harvest Group Wealth Management first reported a position in Dover in Q1 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Dover position peaked at $16K in Q4 2019.
  • 755 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on Harvest Group Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2020.