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Confluence Wealth Services’s Douglas Dynamics PLOW Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-876
Closed -$34K – 906
2021
Q4 		$34K Buy
+876
New +$35.4K 0.01% 573

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Vanguard Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SAM
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BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Confluence Wealth Services's PLOW Position: Q1 2022 in Review

Confluence Wealth Services sold out of Douglas Dynamics (PLOW) in Q1 2022, closing a stake of 876 shares — an estimated $34K sold.

Confluence Wealth Services first reported a position in PLOW in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 132 funds tracked by Wall St. Rank hold PLOW as of Q1 2022.

  • Confluence Wealth Services reported no remaining Douglas Dynamics position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 876 Douglas Dynamics shares in Q1 2022, an estimated $34K.
  • Confluence Wealth Services first reported a position in Douglas Dynamics in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Douglas Dynamics position peaked at $34K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.