CM Wealth Advisors’s Douglas Dynamics PLOW Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-9,323	Closed	-$272K	–	360
2023 Q1	$272K	Buy	+9,323	New	+$343K	0.05%	329

Other funds holding PLOW

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

CM Wealth Advisors's PLOW Position: Q2 2023 in Review

CM Wealth Advisors sold out of Douglas Dynamics (PLOW) in Q2 2023, closing a stake of 9,323 shares — an estimated $272K sold.

CM Wealth Advisors first reported a position in PLOW in Q1 2023 and held it in 1 quarter. The position peaked at $272K in Q1 2023. 126 funds tracked by Wall St. Rank hold PLOW as of Q2 2023.

CM Wealth Advisors reported no remaining Douglas Dynamics position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 9,323 Douglas Dynamics shares in Q2 2023, an estimated $272K.
CM Wealth Advisors first reported a position in Douglas Dynamics in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Douglas Dynamics position peaked at $272K in Q1 2023.
126 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.