CAPTRUST Financial Advisors
PLOW icon

CAPTRUST Financial Advisors’s Douglas Dynamics PLOW Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-45
Closed -$1K – 3498
2022
Q2 		$1K Sell
45
-934
-95% -$29.1K ﹤0.01% 4719
2022
Q1 		$34K Sell
979
-96
-9% -$3.49K ﹤0.01% 3062
2021
Q4 		$42K Hold
1,075
– – ﹤0.01% 2794
2021
Q3 		$39K Buy
1,075
+96
+10% +$3.7K ﹤0.01% 2746
2021
Q2 		$40K Sell
979
-2,740
-74% -$120K ﹤0.01% 2657
2021
Q1 		$172K Sell
3,719
-1,035
-22% -$47.7K ﹤0.01% 1577
2020
Q4 		$203K Buy
4,754
+280
+6% +$10.8K ﹤0.01% 1177
2020
Q3 		$155K Hold
4,474
– – ﹤0.01% 1150
2020
Q2 		$153K Sell
4,474
-770
-15% -$26.7K ﹤0.01% 1158
2020
Q1 		$178K Hold
5,244
– – ﹤0.01% 909
2019
Q4 		$290K Buy
+5,244
New +$265K ﹤0.01% 857

Other funds holding PLOW

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

CAPTRUST Financial Advisors's PLOW Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Douglas Dynamics (PLOW) in Q3 2022, closing a stake of 45 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in PLOW in Q4 2019 and held it in 11 quarters. The position peaked at $290K in Q4 2019. 123 funds tracked by Wall St. Rank hold PLOW as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Douglas Dynamics position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 45 Douglas Dynamics shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Douglas Dynamics in Q4 2019 and held it in 11 quarters.
  • CAPTRUST Financial Advisors's Douglas Dynamics position peaked at $290K in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Douglas Dynamics as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.