LWM
DOV icon

Liberty Wealth Management’s Dover DOV Stock Holding History

Liberty 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
2021
Q4 		– Sell
-28
Closed -$4K – 407
2021
Q3 		$4K Buy
28
+14
+100% +$2.32K ﹤0.01% 970
2021
Q2 		$2K Hold
14
– – ﹤0.01% 911
2021
Q1 		$1K Hold
14
– – ﹤0.01% 858
2020
Q4 		$1K Buy
+14
New +$1.66K ﹤0.01% 855
2020
Q1 		– Sell
-80
Closed -$9K – 903
2019
Q4 		$9K Buy
+80
New +$8.57K 0.01% 558
2019
Q1 		– Sell
-52
Closed -$3K – 756
2018
Q4 		$3K Buy
+52
New +$4.25K ﹤0.01% 624

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Liberty Wealth Management's DOV Position: Q4 2021 in Review

Liberty Wealth Management sold out of Dover (DOV) in Q4 2021, closing a stake of 28 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in DOV in Q4 2018 and held it in 6 quarters. The position peaked at $9K in Q4 2019. 943 funds tracked by Wall St. Rank hold DOV as of Q4 2021.

  • Liberty Wealth Management reported no remaining Dover position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 28 Dover shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in Dover in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Dover position peaked at $9K in Q4 2019.
  • 943 funds tracked by Wall St. Rank held Dover as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.