Summit Wealth Group’s Dover DOV Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-15,802	Closed	–	–	130
2023 Q1	$0	Buy	+15,802	New	+$2.32M	﹤0.01%	182

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Wealth Group's DOV Position: Q2 2023 in Review

Summit Wealth Group sold out of Dover (DOV) in Q2 2023, closing a stake of 15,802 shares.

Summit Wealth Group first reported a position in DOV in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 899 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

Summit Wealth Group reported no remaining Dover position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 15,802 Dover shares in Q2 2023.
Summit Wealth Group first reported a position in Dover in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Dover position peaked at $0 in Q1 2023.
899 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.