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IBEX Wealth Advisors’s Dover DOV Stock Holding History

IBEX 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
2022
Q1 		– Sell
-1,202
Closed -$218K – 183
2021
Q4 		$218K Hold
1,202
– – 0.04% 170
2021
Q3 		$187K Buy
+1,202
New +$199K 0.04% 180
2017
Q1 		– Sell
-136
Closed -$9K – 148
2016
Q4 		$9K Buy
+136
New +$7.86K ﹤0.01% 297

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IBEX Wealth Advisors's DOV Position: Q1 2022 in Review

IBEX Wealth Advisors sold out of Dover (DOV) in Q1 2022, closing a stake of 1,202 shares — an estimated $218K sold.

IBEX Wealth Advisors first reported a position in DOV in Q4 2016 and held it in 3 quarters. The position peaked at $218K in Q4 2021. 902 funds tracked by Wall St. Rank hold DOV as of Q1 2022.

  • IBEX Wealth Advisors reported no remaining Dover position as of Q1 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,202 Dover shares in Q1 2022, an estimated $218K.
  • IBEX Wealth Advisors first reported a position in Dover in Q4 2016 and held it in 3 quarters.
  • IBEX Wealth Advisors's Dover position peaked at $218K in Q4 2021.
  • 902 funds tracked by Wall St. Rank held Dover as of Q1 2022.

Based on IBEX Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.