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Realta Investment Advisors’s Dover DOV Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-319
Closed -$35K – 565
2019
Q4 		$35K Buy
319
+57
+22% +$6.11K 0.01% 757
2019
Q3 		$25K Hold
262
– – 0.01% 853
2019
Q2 		$26K Buy
262
+159
+154% +$15.3K 0.01% 841
2019
Q1 		$10K Buy
+103
New +$8.9K ﹤0.01% 901

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's DOV Position: Q1 2020 in Review

Realta Investment Advisors sold out of Dover (DOV) in Q1 2020, closing a stake of 319 shares — an estimated $35K sold.

Realta Investment Advisors first reported a position in DOV in Q1 2019 and held it in 4 quarters. The position peaked at $35K in Q4 2019. 718 funds tracked by Wall St. Rank hold DOV as of Q1 2020.

  • Realta Investment Advisors reported no remaining Dover position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 319 Dover shares in Q1 2020, an estimated $35K.
  • Realta Investment Advisors first reported a position in Dover in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Dover position peaked at $35K in Q4 2019.
  • 718 funds tracked by Wall St. Rank held Dover as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.