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Sheaff Brock Investment Advisors’s Dover DOV Stock Holding History

Sheaff Brock 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
2024
Q1 		– Sell
-3,050
Closed -$469K – 516
2023
Q4 		$469K Sell
3,050
-300
-9% -$42K 0.04% 280
2023
Q3 		$467K Buy
+3,350
New +$484K 0.04% 261
2021
Q4 		– Sell
-2,304
Closed -$358K – 557
2021
Q3 		$358K Buy
+2,304
New +$382K 0.03% 332
2017
Q2 		– Sell
-17,889
Closed -$1.16M – 618
2017
Q1 		$1.16M Buy
+17,889
New +$1.14M 0.15% 126
2016
Q4 		– Sell
-3,495
Closed -$208K – 620
2016
Q3 		$208K Sell
3,495
-124
-3% -$7.18K 0.03% 462
2016
Q2 		$203K Buy
+3,619
New +$195K 0.03% 479

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheaff Brock Investment Advisors's DOV Position: Q1 2024 in Review

Sheaff Brock Investment Advisors sold out of Dover (DOV) in Q1 2024, closing a stake of 3,050 shares — an estimated $469K sold.

Sheaff Brock Investment Advisors first reported a position in DOV in Q2 2016 and held it in 6 quarters. The position peaked at $1.16M in Q1 2017. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Sheaff Brock Investment Advisors reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,050 Dover shares in Q1 2024, an estimated $469K.
  • Sheaff Brock Investment Advisors first reported a position in Dover in Q2 2016 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Dover position peaked at $1.16M in Q1 2017.
  • 919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.