RSWM
DOV icon

Robertson Stephens Wealth Management’s Dover DOV Stock Holding History

Robertson Stephens Wealth Management’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
2022
Q3 		– Sell
-1,735
Closed -$210K – 368
2022
Q2 		$210K Sell
1,735
-10
-0.6% -$1.35K 0.02% 355
2022
Q1 		$273K Buy
1,745
+6
+0.3% +$984 0.02% 326
2021
Q4 		$315K Buy
1,739
+199
+13% +$33.8K 0.03% 310
2021
Q3 		$239K Sell
1,540
-29
-2% -$4.8K 0.03% 282
2021
Q2 		$236K Sell
1,569
-490
-24% -$72.3K 0.03% 299
2021
Q1 		$282K Buy
+2,059
New +$262K 0.05% 241

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Robertson Stephens Wealth Management's DOV Position: Q3 2022 in Review

Robertson Stephens Wealth Management sold out of Dover (DOV) in Q3 2022, closing a stake of 1,735 shares — an estimated $210K sold.

Robertson Stephens Wealth Management first reported a position in DOV in Q1 2021 and held it in 6 quarters. The position peaked at $315K in Q4 2021. 815 funds tracked by Wall St. Rank hold DOV as of Q3 2022.

  • Robertson Stephens Wealth Management reported no remaining Dover position as of Q3 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,735 Dover shares in Q3 2022, an estimated $210K.
  • Robertson Stephens Wealth Management first reported a position in Dover in Q1 2021 and held it in 6 quarters.
  • Robertson Stephens Wealth Management's Dover position peaked at $315K in Q4 2021.
  • 815 funds tracked by Wall St. Rank held Dover as of Q3 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.