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Precision Wealth Strategies’s Dover DOV Stock Holding History

Precision Wealth Strategies’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
-2,012
Closed -$272K – 84
2022
Q4 		$272K Sell
2,012
-22
-1% -$2.92K 0.28% 73
2022
Q3 		$257K Sell
2,034
-233
-10% -$29.7K 0.23% 99
2022
Q2 		$271K Buy
2,267
+112
+5% +$15.1K 0.21% 109
2022
Q1 		$338K Sell
2,155
-750
-26% -$123K 0.2% 108
2021
Q4 		$528K Buy
2,905
+452
+18% +$76.7K 0.38% 75
2021
Q3 		$381K Buy
+2,453
New +$406K 0.29% 84

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

Precision Wealth Strategies's DOV Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Dover (DOV) in Q1 2023, closing a stake of 2,012 shares — an estimated $272K sold.

Precision Wealth Strategies first reported a position in DOV in Q3 2021 and held it in 6 quarters. The position peaked at $528K in Q4 2021. 881 funds tracked by Wall St. Rank hold DOV as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Dover position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 2,012 Dover shares in Q1 2023, an estimated $272K.
  • Precision Wealth Strategies first reported a position in Dover in Q3 2021 and held it in 6 quarters.
  • Precision Wealth Strategies's Dover position peaked at $528K in Q4 2021.
  • 881 funds tracked by Wall St. Rank held Dover as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.