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Toth Financial Advisory’s Dole DOLE Stock Holding History

Toth Financial Advisory’s Portfolio DOLE Stock Details DOLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-225
Closed -$3.04K – 782
2023
Q2 		$3.04K Buy
+225
New +$2.88K ﹤0.01% 600

Other funds holding DOLE

PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
MVP
Medina Value Partners Los Angeles, California $477M AUM 25.52% 1-Year Est. Return
HAM
Harber Asset Management Asheville, North Carolina $156M AUM 2.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Toth Financial Advisory's DOLE Position: Q3 2023 in Review

Toth Financial Advisory sold out of Dole (DOLE) in Q3 2023, closing a stake of 225 shares — an estimated $3.04K sold.

Toth Financial Advisory first reported a position in DOLE in Q2 2023 and held it in 1 quarter. The position peaked at $3.04K in Q2 2023. 113 funds tracked by Wall St. Rank hold DOLE as of Q3 2023.

  • Toth Financial Advisory reported no remaining Dole position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 225 Dole shares in Q3 2023, an estimated $3.04K.
  • Toth Financial Advisory first reported a position in Dole in Q2 2023 and held it in 1 quarter.
  • Toth Financial Advisory's Dole position peaked at $3.04K in Q2 2023.
  • 113 funds tracked by Wall St. Rank held Dole as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.