HFA
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HC Financial Advisors’s Dover DOV Stock Holding History

HC Financial 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
2022
Q2 		$8K Hold
70
– – 0.01% 255
2022
Q1 		$11K Hold
70
– – 0.01% 233
2021
Q4 		$13K Hold
70
– – 0.01% 233
2021
Q3 		$11K Hold
70
– – 0.01% 234
2021
Q2 		$11K Hold
70
– – 0.01% 242
2021
Q1 		$10K Sell
70
-70
-50% -$8.91K 0.01% 253
2020
Q4 		$18K Hold
140
– – 0.01% 208
2020
Q3 		$15K Hold
140
– – 0.01% 207
2020
Q2 		$14K Hold
140
– – 0.01% 205
2020
Q1 		$12K Buy
+140
New +$14.8K 0.01% 226

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

HC Financial Advisors's DOV Position: Q2 2022 in Review

HC Financial Advisors held its Dover (DOV) position steady in Q2 2022 at 70 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #255.

HC Financial Advisors first reported a position in DOV in Q1 2020 and has held it in 10 quarters since. The position peaked at $18K in Q4 2020. 844 funds tracked by Wall St. Rank hold DOV as of Q2 2022.

  • HC Financial Advisors held 70 shares of Dover worth $8K as of Q2 2022.
  • HC Financial Advisors left its Dover share count unchanged in Q2 2022.
  • Dover made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #255 holding.
  • HC Financial Advisors first reported a position in Dover in Q1 2020 and has held it in 10 quarters since.
  • HC Financial Advisors's Dover position peaked at $18K in Q4 2020.
  • 844 funds tracked by Wall St. Rank held Dover as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.