TCI Wealth Advisors’s Dover DOV Stock Holding History

TCI 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 Q2	–	Sell	-262	Closed	-$39.8K	–	759
2023 Q1	$39.8K	Hold	262	–	–	0.01%	489
2022 Q4	$35.5K	Sell	262 -17	-6%	-$2.26K	﹤0.01%	497
2022 Q3	$33K	Buy	279 +20	+8%	+$2.55K	0.01%	484
2022 Q2	$31K	Buy	259 +139	+116%	+$18.8K	﹤0.01%	500
2022 Q1	$19K	Buy	120 +116	+2,900%	+$19K	﹤0.01%	714
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	2181
2021 Q3	$1K	Buy	4 +1	+33%	+$166	﹤0.01%	2252
2021 Q2	$0	Hold	3	–	–	﹤0.01%	2345
2021 Q1	$0	Hold	3	–	–	﹤0.01%	2179
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1570
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1558
2020 Q2	$0	Sell	3 -4	-57%	-$369	﹤0.01%	1502
2020 Q1	$1K	Sell	7 -339	-98%	-$35.9K	﹤0.01%	1221
2019 Q4	$40K	Buy	+346	New	+$37.1K	0.02%	423
2019 Q3	–	Sell	-4	Closed	–	–	1518
2019 Q2	$0	Buy	+4	New	+$384	﹤0.01%	1449
2015 Q4	–	Sell	-513	Closed	-$24K	–	1035
2015 Q3	$24K	Hold	513	–	–	0.01%	372
2015 Q2	$29K	Hold	513	–	–	0.02%	342
2015 Q1	$29K	Hold	513	–	–	0.02%	307
2014 Q4	$30K	Buy	+513	New	+$31.8K	0.02%	301

Other funds holding DOV

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TCI Wealth Advisors's DOV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Dover (DOV) in Q2 2023, closing a stake of 262 shares — an estimated $39.8K sold.

TCI Wealth Advisors first reported a position in DOV in Q4 2014 and held it in 19 quarters. The position peaked at $40K in Q4 2019. 900 funds tracked by Wall St. Rank hold DOV as of Q2 2023.

TCI Wealth Advisors reported no remaining Dover position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 262 Dover shares in Q2 2023, an estimated $39.8K.
TCI Wealth Advisors first reported a position in Dover in Q4 2014 and held it in 19 quarters.
TCI Wealth Advisors's Dover position peaked at $40K in Q4 2019.
900 funds tracked by Wall St. Rank held Dover as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.