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SYSTM Wealth Solutions’s Dover DOV Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-59
Closed -$10.6K – 248
2024
Q2 		$10.6K Sell
59
-1,420
-96% -$254K ﹤0.01% 471
2024
Q1 		$262K Buy
1,479
+53
+4% +$8.54K 0.03% 364
2023
Q4 		$219K Sell
1,426
-1,801
-56% -$252K 0.03% 370
2023
Q3 		$450K Buy
3,227
+518
+19% +$74.8K 0.07% 298
2023
Q2 		$400K Buy
+2,709
New +$387K 0.05% 349
2023
Q1 		– Sell
-4,758
Closed -$644K – 484
2022
Q4 		$644K Buy
+4,758
New +$632K 0.08% 297

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SYSTM Wealth Solutions's DOV Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Dover (DOV) in Q3 2024, closing a stake of 59 shares — an estimated $10.6K sold.

SYSTM Wealth Solutions first reported a position in DOV in Q4 2022 and held it in 6 quarters. The position peaked at $644K in Q4 2022. 989 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 59 Dover shares in Q3 2024, an estimated $10.6K.
  • SYSTM Wealth Solutions first reported a position in Dover in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Dover position peaked at $644K in Q4 2022.
  • 989 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.