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WR Wealth Planners’s Dover DOV Stock Holding History

WR Wealth Planners’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
Q4 		$20.1K Buy
107
+2
+2% +$391 0.01% 457
2024
Q3 		$20.1K Sell
105
-4
-4% -$729 0.01% 482
2024
Q2 		$19.7K Buy
109
+3
+3% +$537 0.01% 448
2024
Q1 		$18.8K Buy
+106
New +$17.1K 0.01% 463
2023
Q4 		– Sell
-100
Closed -$14K – 355
2023
Q3 		$14K Hold
100
– – 0.01% 486
2023
Q2 		$14.8K Hold
100
– – 0.01% 480
2023
Q1 		$15.2K Hold
100
– – 0.01% 464
2022
Q4 		$13.5K Hold
100
– – 0.01% 243
2022
Q3 		$11.7K Hold
100
– – 0.01% 245
2022
Q2 		$12.1K Hold
100
– – 0.01% 267
2022
Q1 		$15.7K Buy
+100
New +$16.4K 0.01% 256

Other funds holding DOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's DOV Position: Q4 2024 in Review

WR Wealth Planners increased its Dover (DOV) stake by 1.9% in Q4 2024, buying an estimated $391 and bringing the position to 107 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #457.

WR Wealth Planners first reported a position in DOV in Q1 2022 and has held it in 11 quarters since. The position peaked at $20.1K in Q3 2024. 1,051 funds tracked by Wall St. Rank hold DOV as of Q4 2024.

  • WR Wealth Planners held 107 shares of Dover worth $20.1K as of Q4 2024.
  • WR Wealth Planners bought 2 Dover shares in Q4 2024, an estimated $391.
  • Dover made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #457 holding.
  • WR Wealth Planners first reported a position in Dover in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Dover position peaked at $20.1K in Q3 2024.
  • 1,051 funds tracked by Wall St. Rank held Dover as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.