TPWA
DOV icon

TRUE Private Wealth Advisors’s Dover DOV Stock Holding History

TRUE Private Wealth Advisors’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
2022
Q1 		– Sell
-1,170
Closed -$212K – 245
2021
Q4 		$212K Buy
+1,170
New +$199K 0.03% 247
2021
Q1 		– Sell
-1,098
Closed -$138K – 354
2020
Q4 		$138K Buy
1,098
+90
+9% +$10.7K 0.02% 235
2020
Q3 		$109K Hold
1,008
– – 0.02% 235
2020
Q2 		$97K Buy
1,008
+201
+25% +$18.6K 0.02% 239
2020
Q1 		$67K Sell
807
-1,251
-61% -$133K 0.01% 257
2019
Q4 		$237K Buy
+2,058
New +$220K 0.04% 193
2019
Q3 		– Sell
-703
Closed -$70K – 350
2019
Q2 		$70K Buy
+703
New +$67.4K 0.01% 299
2018
Q4 		– Sell
-709
Closed -$62.8K – 410
2018
Q3 		$62.8K Buy
+709
New +$58.5K 0.01% 434

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 $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return