TWM
DOV icon

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 $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return