TWM
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Tradition Wealth Management’s Dover DOV Stock Holding History

Tradition 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
2024
Q1 		– Sell
-63
Closed -$10K – 596
2023
Q4 		$10K Sell
63
-1
-2% -$140 ﹤0.01% 997
2023
Q3 		$9K Hold
64
– – ﹤0.01% 1029
2023
Q2 		$9K Buy
64
+1
+2% +$143 ﹤0.01% 1053
2023
Q1 		$10K Buy
63
+27
+75% +$3.96K ﹤0.01% 996
2022
Q4 		$5K Hold
36
– – ﹤0.01% 1035
2022
Q3 		$4K Hold
36
– – ﹤0.01% 1100
2022
Q2 		$4K Hold
36
– – ﹤0.01% 990
2022
Q1 		$6K Buy
+36
New +$5.91K ﹤0.01% 997

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tradition Wealth Management's DOV Position: Q1 2024 in Review

Tradition Wealth Management sold out of Dover (DOV) in Q1 2024, closing a stake of 63 shares — an estimated $10K sold.

Tradition Wealth Management first reported a position in DOV in Q1 2022 and held it in 8 quarters. The position peaked at $10K in Q4 2023. 919 funds tracked by Wall St. Rank hold DOV as of Q1 2024.

  • Tradition Wealth Management reported no remaining Dover position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 63 Dover shares in Q1 2024, an estimated $10K.
  • Tradition Wealth Management first reported a position in Dover in Q1 2022 and held it in 8 quarters.
  • Tradition Wealth Management's Dover position peaked at $10K in Q4 2023.
  • 919 funds tracked by Wall St. Rank held Dover as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.