Impact Partnership Wealth’s Dover DOV Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-52	Closed	-$7.25K	–	897
2023 Q3	$7.25K	Hold	52	–	–	﹤0.01%	641
2023 Q2	$7.68K	Buy	+52	New	+$7.43K	﹤0.01%	447

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impact Partnership Wealth's DOV Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Dover (DOV) in Q4 2023, closing a stake of 52 shares — an estimated $7.25K sold.

Impact Partnership Wealth first reported a position in DOV in Q2 2023 and held it in 2 quarters. The position peaked at $7.68K in Q2 2023. 886 funds tracked by Wall St. Rank hold DOV as of Q4 2023.

Impact Partnership Wealth reported no remaining Dover position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 52 Dover shares in Q4 2023, an estimated $7.25K.
Impact Partnership Wealth first reported a position in Dover in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's Dover position peaked at $7.68K in Q2 2023.
886 funds tracked by Wall St. Rank held Dover as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.