Pacific Capital Wealth Advisors’s Dover DOV Stock Holding History

Pacific Capital 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
2024 Q4	–	Sell	-16	Closed	-$3.07K	–	428
2024 Q3	$3.07K	Buy	+16	New	+$2.92K	﹤0.01%	376

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pacific Capital Wealth Advisors's DOV Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Dover (DOV) in Q4 2024, closing a stake of 16 shares — an estimated $3.07K sold.

Pacific Capital Wealth Advisors first reported a position in DOV in Q3 2024 and held it in 1 quarter. The position peaked at $3.07K in Q3 2024. 1,052 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

Pacific Capital Wealth Advisors reported no remaining Dover position as of Q4 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 16 Dover shares in Q4 2024, an estimated $3.07K.
Pacific Capital Wealth Advisors first reported a position in Dover in Q3 2024 and held it in 1 quarter.
Pacific Capital Wealth Advisors's Dover position peaked at $3.07K in Q3 2024.
1,052 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.