KWAG
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Kiely Wealth Advisory Group’s Dover DOV Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$204K Hold
1,000
– – 0.13% 60
2024
Q3 		$203K Hold
1,000
– – 0.13% 58
2024
Q2 		$176K Hold
1,000
– – 0.1% 51
2024
Q1 		$180K Hold
1,000
– – 0.1% 46
2023
Q4 		$151K Buy
+1,000
New +$140K 0.09% 54

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiely Wealth Advisory Group's DOV Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Dover (DOV) position steady in Q4 2024 at 1,000 shares worth $204K. The position accounts for 0.13% of the portfolio, ranked #60.

Kiely Wealth Advisory Group first reported a position in DOV in Q4 2023 and has held it in 5 quarters since. 1,050 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,000 shares of Dover worth $204K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Dover share count unchanged in Q4 2024.
  • Dover made up 0.13% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #60 holding.
  • Kiely Wealth Advisory Group first reported a position in Dover in Q4 2023 and has held it in 5 quarters since.
  • 1,050 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.