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Heritage Wealth Management (Arizona)’s Dover DOV Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$7.85K Buy
+58
New +$7.7K ﹤0.01% 808

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s DOV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Dover (DOV) in Q4 2022: 58 shares worth $7.85K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings.

866 funds tracked by Wall St. Rank hold DOV as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 58 shares of Dover worth $7.85K as of Q4 2022.
  • Dover was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Dover made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #808 holding.
  • 866 funds tracked by Wall St. Rank held Dover as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.