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Private Wealth Management Group’s Douglas Dynamics PLOW Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-3
Closed -$90 – 1566
2023
Q4 		$90 Buy
+3
New +$86 ﹤0.01% 1507

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SAM
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PAIM
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DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
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Private Wealth Management Group's PLOW Position: Q1 2024 in Review

Private Wealth Management Group sold out of Douglas Dynamics (PLOW) in Q1 2024, closing a stake of 3 shares — an estimated $90 sold.

Private Wealth Management Group first reported a position in PLOW in Q4 2023 and held it in 1 quarter. The position peaked at $90 in Q4 2023. 144 funds tracked by Wall St. Rank hold PLOW as of Q1 2024.

  • Private Wealth Management Group reported no remaining Douglas Dynamics position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 3 Douglas Dynamics shares in Q1 2024, an estimated $90.
  • Private Wealth Management Group first reported a position in Douglas Dynamics in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Douglas Dynamics position peaked at $90 in Q4 2023.
  • 144 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.