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Wetzel Investment Advisors’s Dover DOV Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-22
Closed -$3.9K – 317
2024
Q2 		$3.9K Sell
22
-108
-83% -$19.3K ﹤0.01% 624
2024
Q1 		$21.9K Sell
130
-1
-0.8% -$161 0.01% 367
2023
Q4 		$20K Buy
+131
New +$18.4K 0.01% 378

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

Wetzel Investment Advisors's DOV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Dover (DOV) in Q3 2024, closing a stake of 22 shares — an estimated $3.9K sold.

Wetzel Investment Advisors first reported a position in DOV in Q4 2023 and held it in 3 quarters. The position peaked at $21.9K in Q1 2024. 989 funds tracked by Wall St. Rank hold DOV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Dover position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 22 Dover shares in Q3 2024, an estimated $3.9K.
  • Wetzel Investment Advisors first reported a position in Dover in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Dover position peaked at $21.9K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Dover as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.