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Northwest Financial Advisors’s Dover DOV Stock Holding History

Northwest 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
Q4 		– Sell
-183
Closed -$35K – 213
2024
Q3 		$35K Buy
+183
New +$33.3K 0.03% 262
2024
Q1 		– Sell
-235
Closed -$36.2K – 192
2023
Q4 		$36.2K Buy
+235
New +$32.9K 0.03% 244

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwest Financial Advisors's DOV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Dover (DOV) in Q4 2024, closing a stake of 183 shares — an estimated $35K sold.

Northwest Financial Advisors first reported a position in DOV in Q4 2023 and held it in 2 quarters. The position peaked at $36.2K in Q4 2023. 1,052 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Dover position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 183 Dover shares in Q4 2024, an estimated $35K.
  • Northwest Financial Advisors first reported a position in Dover in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Dover position peaked at $36.2K in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.