Sutton Wealth Advisors’s Dover DOV Stock Holding History

Sutton Wealth 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
2023 Q3	$14.8K	Hold	106	–	–	0.01%	402
2023 Q2	$15.7K	Hold	106	–	–	0.01%	385
2023 Q1	$16.1K	Hold	106	–	–	0.01%	340
2022 Q4	$14.4K	Sell	106 -21	-17%	-$2.79K	0.01%	823
2022 Q3	$14.8K	Buy	127 +22	+21%	+$2.81K	0.01%	760
2022 Q2	$12.7K	Sell	105 -1	-0.9%	-$135	0.01%	821
2022 Q1	$16.6K	Buy	106 +1	+1%	+$164	0.01%	777
2021 Q4	$19.1K	Hold	105	–	–	0.01%	713
2021 Q3	$16.3K	Hold	105	–	–	0.01%	760
2021 Q2	$15.8K	Hold	105	–	–	0.01%	774
2021 Q1	$14.4K	Hold	105	–	–	0.01%	771
2020 Q4	$13.3K	Buy	105 +9	+9%	+$1.07K	0.01%	733
2020 Q3	$10.4K	Hold	96	–	–	0.01%	729
2020 Q2	$9.27K	Buy	96 +33	+52%	+$3.05K	﹤0.01%	730
2020 Q1	$5.29K	Hold	63	–	–	﹤0.01%	803
2019 Q4	$7.26K	Hold	63	–	–	﹤0.01%	884
2019 Q3	$6.27K	Hold	63	–	–	﹤0.01%	898
2019 Q2	$6.31K	Hold	63	–	–	﹤0.01%	879
2019 Q1	$5.91K	Hold	63	–	–	﹤0.01%	899
2018 Q4	$4.47K	Hold	63	–	–	﹤0.01%	906
2018 Q3	$5.58K	Hold	63	–	–	﹤0.01%	884
2018 Q2	$4.61K	Sell	63 -15	-19%	-$1.15K	﹤0.01%	927
2018 Q1	$6.19K	Hold	78	–	–	﹤0.01%	899
2017 Q4	$6.36K	Hold	78	–	–	﹤0.01%	856
2017 Q3	$5.76K	Hold	78	–	–	﹤0.01%	857
2017 Q2	$5.05K	Buy	78 +20	+34%	+$1.3K	﹤0.01%	873
2017 Q1	$3.78K	Hold	58	–	–	﹤0.01%	878
2016 Q4	$3.52K	Hold	58	–	–	﹤0.01%	880
2016 Q3	$3.46K	Hold	58	–	–	﹤0.01%	879
2016 Q2	$3.26K	Hold	58	–	–	﹤0.01%	849
2016 Q1	$3.02K	Buy	+58	New	+$2.81K	﹤0.01%	843

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

Sutton Wealth Advisors's DOV Position: Q3 2023 in Review

Sutton Wealth Advisors held its Dover (DOV) position steady in Q3 2023 at 106 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #402.

Sutton Wealth Advisors first reported a position in DOV in Q1 2016 and has held it in 31 quarters since. The position peaked at $19.1K in Q4 2021. 840 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

Sutton Wealth Advisors held 106 shares of Dover worth $14.8K as of Q3 2023.
Sutton Wealth Advisors left its Dover share count unchanged in Q3 2023.
Dover made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #402 holding.
Sutton Wealth Advisors first reported a position in Dover in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Dover position peaked at $19.1K in Q4 2021.
840 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.