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%	1571
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	–	–	1520
2019 Q2	$0	Buy	+4	New	+$384	﹤0.01%	1451
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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Macquarie Group

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