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Wealthspire Advisors (Maryland)’s Dover DOV Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$215K Sell
1,986
-101
-5% -$10.8K 0.01% 432
2020
Q2 		$202K Sell
2,087
-1,059
-34% -$97.8K 0.01% 423
2020
Q1 		$264K Sell
3,146
-997
-24% -$106K 0.02% 330
2019
Q4 		$478K Buy
4,143
+1,150
+38% +$123K 0.03% 286
2019
Q3 		$298K Sell
2,993
-19
-0.6% -$1.82K 0.02% 349
2019
Q2 		$302K Buy
3,012
+48
+2% +$4.61K 0.02% 348
2019
Q1 		$278K Sell
2,964
-191
-6% -$16.5K 0.02% 377
2018
Q4 		$224K Sell
3,155
-122
-4% -$9.96K 0.02% 380
2018
Q3 		$290K Buy
3,277
+94
+3% +$7.76K 0.02% 369
2018
Q2 		$233K Sell
3,183
-1,357
-30% -$104K 0.02% 419
2018
Q1 		$360K Buy
4,540
+617
+16% +$50.6K 0.03% 316
2017
Q4 		$320K Buy
3,923
+289
+8% +$22.4K 0.03% 352
2017
Q3 		$268K Buy
3,634
+36
+1% +$2.5K 0.03% 390
2017
Q2 		$233K Buy
3,598
+2,070
+135% +$135K 0.03% 402
2017
Q1 		$99K Sell
1,528
-13
-0.8% -$829 0.01% 605
2016
Q4 		$93K Sell
1,541
-181
-11% -$10.5K 0.01% 601
2016
Q3 		$102K Buy
1,722
+1,306
+314% +$75.6K 0.02% 558
2016
Q2 		$23K Buy
416
+20
+5% +$1.08K ﹤0.01% 954
2016
Q1 		$21K Sell
396
-45
-10% -$2.18K ﹤0.01% 956
2015
Q4 		$22K Buy
+441
New +$22.4K ﹤0.01% 932

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DOV Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Dover (DOV) stake by 4.8% in Q3 2020, selling an estimated $10.8K and leaving 1,986 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #432.

Wealthspire Advisors (Maryland) first reported a position in DOV in Q4 2015 and has held it in 20 quarters since. The position peaked at $478K in Q4 2019. 755 funds tracked by Wall St. Rank hold DOV as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,986 shares of Dover worth $215K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 101 Dover shares in Q3 2020, an estimated $10.8K.
  • Dover made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #432 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Dover in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Dover position peaked at $478K in Q4 2019.
  • 755 funds tracked by Wall St. Rank held Dover as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.