JNBA Financial Advisors’s Dover DOV Stock Holding History

JNBA 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
2024 Q1	–	Sell	-86	Closed	-$13.2K	–	684
2023 Q4	$13.2K	Hold	86	–	–	﹤0.01%	437
2023 Q3	$12K	Hold	86	–	–	﹤0.01%	444
2023 Q2	$12.7K	Hold	86	–	–	﹤0.01%	436
2023 Q1	$13.1K	Hold	86	–	–	﹤0.01%	447
2022 Q4	$11.6K	Hold	86	–	–	﹤0.01%	437
2022 Q3	$10K	Hold	86	–	–	﹤0.01%	455
2022 Q2	$10K	Hold	86	–	–	﹤0.01%	485
2022 Q1	$13K	Hold	86	–	–	﹤0.01%	466
2021 Q4	$16K	Hold	86	–	–	﹤0.01%	457
2021 Q3	$13K	Hold	86	–	–	﹤0.01%	481
2021 Q2	$13K	Hold	86	–	–	﹤0.01%	453
2021 Q1	$12K	Buy	+86	New	+$10.9K	﹤0.01%	444
2016 Q4	–	Sell	-592	Closed	-$35K	–	707
2016 Q3	$35K	Buy	+592	New	+$34.3K	0.01%	631
2015 Q3	–	Sell	-285	Closed	-$16K	–	530
2015 Q2	$16K	Sell	285 -62	-18%	-$3.69K	0.01%	307
2015 Q1	$19K	Hold	347	–	–	0.01%	293
2014 Q4	$20K	Hold	347	–	–	0.01%	289
2014 Q3	$22K	Hold	347	–	–	0.01%	278
2014 Q2	$25K	Hold	347	–	–	0.01%	244
2014 Q1	$23K	Sell	347 -71	-17%	-$4.42K	0.01%	241
2013 Q4	$27K	Buy	418 +38	+10%	+$2.33K	0.01%	216
2013 Q3	$23K	Buy	+380	New	+$21.9K	0.01%	218

Other funds holding DOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JNBA Financial Advisors's DOV Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Dover (DOV) in Q1 2024, closing a stake of 86 shares — an estimated $13.2K sold.

JNBA Financial Advisors first reported a position in DOV in Q3 2013 and held it in 21 quarters. The position peaked at $35K in Q3 2016. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

JNBA Financial Advisors reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 86 Dover shares in Q1 2024, an estimated $13.2K.
JNBA Financial Advisors first reported a position in Dover in Q3 2013 and held it in 21 quarters.
JNBA Financial Advisors's Dover position peaked at $35K in Q3 2016.
919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.