SWM
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Selective Wealth Management’s Dover DOV Stock Holding History

Selective 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
Q4 		– Sell
-11
Closed -$1K – 258
2022
Q3 		$1K Buy
+11
New +$1.4K ﹤0.01% 708
2022
Q2 		– Sell
-150
Closed -$24K – 775
2022
Q1 		$24K Hold
150
– – 0.01% 419
2021
Q4 		$27K Buy
+150
New +$25.5K 0.01% 369

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

Selective Wealth Management's DOV Position: Q4 2022 in Review

Selective Wealth Management sold out of Dover (DOV) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in DOV in Q4 2021 and held it in 3 quarters. The position peaked at $27K in Q4 2021. 866 funds tracked by Wall St. Rank hold DOV as of Q4 2022.

  • Selective Wealth Management reported no remaining Dover position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 11 Dover shares in Q4 2022, an estimated $1K.
  • Selective Wealth Management first reported a position in Dover in Q4 2021 and held it in 3 quarters.
  • Selective Wealth Management's Dover position peaked at $27K in Q4 2021.
  • 866 funds tracked by Wall St. Rank held Dover as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.