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Tower View Wealth Management’s Dover DOV Stock Holding History

Tower View Wealth Management’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
Q3 		– Sell
-23,748
Closed -$3.51M – 182
2023
Q2 		$3.51M Sell
23,748
-1,252
-5% -$179K 2.38% 21
2023
Q1 		$3.8M Buy
25,000
+11
+0% +$1.61K 2.55% 15
2022
Q4 		$3.38M Sell
24,989
-61
-0.2% -$8.1K 2.35% 18
2022
Q3 		$2.92M Buy
25,050
+201
+0.8% +$25.7K 2.22% 20
2022
Q2 		$3.02M Sell
24,849
-434
-2% -$58.7K 2.22% 18
2022
Q1 		$3.97M Buy
25,283
+573
+2% +$94K 2.13% 20
2021
Q4 		$4.49M Buy
24,710
+125
+0.5% +$21.2K 2.29% 13
2021
Q3 		$3.82M Buy
24,585
+626
+3% +$104K 2.12% 19
2021
Q2 		$3.61M Buy
23,959
+14,156
+144% +$2.09M 1.83% 23
2021
Q1 		$1.34M Buy
+9,803
New +$1.25M 0.74% 52

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Tower View Wealth Management's DOV Position: Q3 2023 in Review

Tower View Wealth Management sold out of Dover (DOV) in Q3 2023, closing a stake of 23,748 shares — an estimated $3.51M sold.

Tower View Wealth Management first reported a position in DOV in Q1 2021 and held it in 10 quarters. The position peaked at $4.49M in Q4 2021. 839 funds tracked by Wall St. Rank hold DOV as of Q3 2023.

  • Tower View Wealth Management reported no remaining Dover position as of Q3 2023 after selling out during the quarter.
  • Tower View Wealth Management sold 23,748 Dover shares in Q3 2023, an estimated $3.51M.
  • Tower View Wealth Management first reported a position in Dover in Q1 2021 and held it in 10 quarters.
  • Tower View Wealth Management's Dover position peaked at $4.49M in Q4 2021.
  • 839 funds tracked by Wall St. Rank held Dover as of Q3 2023.

Based on Tower View Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.