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One Wealth Advisors’s Dover DOV Stock Holding History

One Wealth 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
2023
Q1 		– Sell
-307
Closed -$41.6K – 308
2022
Q4 		$41.6K Buy
+307
New +$40.8K 0.01% 443
2020
Q1 		– Sell
-3,015
Closed -$348K – 104
2019
Q4 		$348K Buy
3,015
+453
+18% +$48.5K 0.26% 62
2019
Q3 		$255K Sell
2,562
-437
-15% -$41.9K 0.22% 74
2019
Q2 		$300K Buy
2,999
+2,942
+5,161% +$282K 0.25% 71
2019
Q1 		$5K Buy
+57
New +$4.93K ﹤0.01% 362
2018
Q4 		– Sell
-47
Closed -$4K – 202
2018
Q3 		$4K Hold
47
– – ﹤0.01% 421
2018
Q2 		$3K Buy
+47
New +$3.6K ﹤0.01% 465

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
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

One Wealth Advisors's DOV Position: Q1 2023 in Review

One Wealth Advisors sold out of Dover (DOV) in Q1 2023, closing a stake of 307 shares — an estimated $41.6K sold.

One Wealth Advisors first reported a position in DOV in Q2 2018 and held it in 7 quarters. The position peaked at $348K in Q4 2019. 881 funds tracked by Wall St. Rank hold DOV as of Q1 2023.

  • One Wealth Advisors reported no remaining Dover position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 307 Dover shares in Q1 2023, an estimated $41.6K.
  • One Wealth Advisors first reported a position in Dover in Q2 2018 and held it in 7 quarters.
  • One Wealth Advisors's Dover position peaked at $348K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Dover as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.