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ICA Group Wealth Management’s Dover DOV Stock Holding History

ICA 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
2024
Q2 		– Sell
-133
Closed -$23.6K – 902
2024
Q1 		$23.6K Buy
133
+8
+6% +$1.29K ﹤0.01% 721
2023
Q4 		$19.2K Buy
+125
New +$17.5K ﹤0.01% 735
2023
Q3 		– Sell
-31
Closed -$4.58K – 460
2023
Q2 		$4.58K Hold
31
– – ﹤0.01% 988
2023
Q1 		$4.71K Hold
31
– – ﹤0.01% 963
2022
Q4 		$4.2K Buy
+31
New +$4.12K ﹤0.01% 1005

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ICA Group Wealth Management's DOV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Dover (DOV) in Q2 2024, closing a stake of 133 shares — an estimated $23.6K sold.

ICA Group Wealth Management first reported a position in DOV in Q4 2022 and held it in 5 quarters. The position peaked at $23.6K in Q1 2024. 953 funds tracked by Wall St. Rank hold DOV as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Dover position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 133 Dover shares in Q2 2024, an estimated $23.6K.
  • ICA Group Wealth Management first reported a position in Dover in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Dover position peaked at $23.6K in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Dover as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.