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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRUE Private Wealth Advisors's DOV Position: Q1 2022 in Review

TRUE Private Wealth Advisors sold out of Dover (DOV) in Q1 2022, closing a stake of 1,170 shares — an estimated $212K sold.

TRUE Private Wealth Advisors first reported a position in DOV in Q3 2018 and held it in 8 quarters. The position peaked at $237K in Q4 2019. 902 funds tracked by Wall St. Rank hold DOV as of Q1 2022.

TRUE Private Wealth Advisors reported no remaining Dover position as of Q1 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,170 Dover shares in Q1 2022, an estimated $212K.
TRUE Private Wealth Advisors first reported a position in Dover in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Dover position peaked at $237K in Q4 2019.
902 funds tracked by Wall St. Rank held Dover as of Q1 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.