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Laurel Wealth Advisors (California)’s Dover DOV Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$335K Hold
2,477
– – 0.03% 470
2022
Q3 		$289K Buy
2,477
+1
+0% +$128 0.03% 492
2022
Q2 		$301K Sell
2,476
-5
-0.2% -$676 0.03% 490
2022
Q1 		$389K Sell
2,481
-512
-17% -$84K 0.03% 500
2021
Q4 		$544K Buy
+2,993
New +$508K 0.04% 425
2018
Q1 		– Sell
-2,544
Closed -$207K – 363
2017
Q4 		$207K Buy
+2,544
New +$197K 0.06% 324

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DOV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Dover (DOV) position steady in Q4 2022 at 2,477 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #470.

Laurel Wealth Advisors (California) first reported a position in DOV in Q4 2017 and has held it in 6 quarters since. The position peaked at $544K in Q4 2021. 866 funds tracked by Wall St. Rank hold DOV as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,477 shares of Dover worth $335K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Dover share count unchanged in Q4 2022.
  • Dover made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #470 holding.
  • Laurel Wealth Advisors (California) first reported a position in Dover in Q4 2017 and has held it in 6 quarters since.
  • Laurel Wealth Advisors (California)'s Dover position peaked at $544K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held Dover as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.