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Capital Performance Advisors’s Douglas Dynamics PLOW Stock Holding History

Capital Performance Advisors’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-134
Closed -$3.7K – 1994
2024
Q3 		$3.7K Buy
+134
New +$3.53K ﹤0.01% 1252

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
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ACM
Ararat Capital Management Westport, Connecticut $178M AUM 26.61% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Capital Performance Advisors's PLOW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Douglas Dynamics (PLOW) in Q4 2024, closing a stake of 134 shares — an estimated $3.7K sold.

Capital Performance Advisors first reported a position in PLOW in Q3 2024 and held it in 1 quarter. The position peaked at $3.7K in Q3 2024. 159 funds tracked by Wall St. Rank hold PLOW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Douglas Dynamics position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 134 Douglas Dynamics shares in Q4 2024, an estimated $3.7K.
  • Capital Performance Advisors first reported a position in Douglas Dynamics in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Douglas Dynamics position peaked at $3.7K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.