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Tyler-Stone Wealth Management’s Dover DOV Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-36
Closed -$6.5K – 460
2024
Q2 		$6.5K Hold
36
– – ﹤0.01% 714
2024
Q1 		$6.38K Hold
36
– – ﹤0.01% 719
2023
Q4 		$5.54K Hold
36
– – ﹤0.01% 714
2023
Q3 		$5K Hold
36
– – ﹤0.01% 705
2023
Q2 		$5K Buy
+36
New +$5.15K ﹤0.01% 694

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tyler-Stone Wealth Management's DOV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Dover (DOV) in Q3 2024, closing a stake of 36 shares — an estimated $6.5K sold.

Tyler-Stone Wealth Management first reported a position in DOV in Q2 2023 and held it in 5 quarters. The position peaked at $6.5K in Q2 2024. 989 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 36 Dover shares in Q3 2024, an estimated $6.5K.
  • Tyler-Stone Wealth Management first reported a position in Dover in Q2 2023 and held it in 5 quarters.
  • Tyler-Stone Wealth Management's Dover position peaked at $6.5K in Q2 2024.
  • 989 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.