Strategic Wealth Management Group’s Dover DOV Stock Holding History

Strategic Wealth Management Group’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
2021 Q2	$843K	Sell	5,599 -1,320	-19%	-$195K	0.31%	44
2021 Q1	$949K	Hold	6,919	–	–	0.36%	37
2020 Q4	$874K	Hold	6,919	–	–	0.38%	33
2020 Q3	$750K	Hold	6,919	–	–	0.36%	39
2020 Q2	$668K	Hold	6,919	–	–	0.39%	34
2020 Q1	$581K	Sell	6,919 -32	-0.5%	-$3.39K	0.43%	31
2019 Q4	$801K	Buy	6,951 +32	+0.5%	+$3.43K	0.52%	30
2019 Q3	$689K	Sell	6,919 -240	-3%	-$23K	0.5%	34
2019 Q2	$717K	Buy	7,159 +240	+3%	+$23K	0.55%	31
2019 Q1	$649K	Hold	6,919	–	–	0.53%	33
2018 Q4	$491K	Buy	+6,919	New	+$565K	0.47%	38

Other funds holding DOV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Strategic Wealth Management Group's DOV Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Dover (DOV) stake by 19% in Q2 2021, selling an estimated $195K and leaving 5,599 shares worth $843K. The position accounts for 0.31% of the portfolio, ranked #44.

Strategic Wealth Management Group first reported a position in DOV in Q4 2018 and has held it in 11 quarters since. The position peaked at $949K in Q1 2021. 835 funds tracked by Wall St. Rank hold DOV as of Q2 2021.

Strategic Wealth Management Group held 5,599 shares of Dover worth $843K as of Q2 2021.
Strategic Wealth Management Group sold 1,320 Dover shares in Q2 2021, an estimated $195K.
Dover made up 0.31% of Strategic Wealth Management Group's portfolio in Q2 2021, its #44 holding.
Strategic Wealth Management Group first reported a position in Dover in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Dover position peaked at $949K in Q1 2021.
835 funds tracked by Wall St. Rank held Dover as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.