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TFO Wealth Partners’s Dover DOV Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$354 – 251
2024
Q1 		$354 Hold
2
– – ﹤0.01% 355
2023
Q4 		$308 Hold
2
– – ﹤0.01% 509
2023
Q3 		$295 Hold
2
– – ﹤0.01% 662
2023
Q2 		$295 Hold
2
– – ﹤0.01% 410
2023
Q1 		$304 Sell
2
-2
-50% -$294 ﹤0.01% 372
2022
Q4 		$235 Buy
+4
New +$531 ﹤0.01% 605

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TFO Wealth Partners's DOV Position: Q2 2024 in Review

TFO Wealth Partners sold out of Dover (DOV) in Q2 2024, closing a stake of 2 shares — an estimated $354 sold.

TFO Wealth Partners first reported a position in DOV in Q4 2022 and held it in 6 quarters. The position peaked at $354 in Q1 2024. 953 funds tracked by Wall St. Rank hold DOV as of Q2 2024.

  • TFO Wealth Partners reported no remaining Dover position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Dover shares in Q2 2024, an estimated $354.
  • TFO Wealth Partners first reported a position in Dover in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Dover position peaked at $354 in Q1 2024.
  • 953 funds tracked by Wall St. Rank held Dover as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.