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Resurgent Financial Advisors’s Dover DOV Stock Holding History

Resurgent 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
2023
Q3 		– Sell
-159
Closed -$23.5K – 495
2023
Q2 		$23.5K Buy
159
+4
+3% +$572 0.02% 469
2023
Q1 		$23.6K Sell
155
-4
-3% -$587 0.02% 455
2022
Q4 		$21.5K Buy
+159
New +$21.1K 0.01% 601

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Resurgent Financial Advisors's DOV Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of Dover (DOV) in Q3 2023, closing a stake of 159 shares — an estimated $23.5K sold.

Resurgent Financial Advisors first reported a position in DOV in Q4 2022 and held it in 3 quarters. The position peaked at $23.6K in Q1 2023. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining Dover position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 159 Dover shares in Q3 2023, an estimated $23.5K.
  • Resurgent Financial Advisors first reported a position in Dover in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's Dover position peaked at $23.6K in Q1 2023.
  • 839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Resurgent Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.