SFS
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Sowell Financial Services’s Douglas Dynamics PLOW Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-188
Closed -$8K – 2116
2021
Q1 		$8K Hold
188
– – ﹤0.01% 2415
2020
Q4 		$8K Buy
188
+123
+189% +$4.73K ﹤0.01% 2121
2020
Q3 		$2K Hold
65
– – ﹤0.01% 2250
2020
Q2 		$2K Buy
65
+20
+44% +$693 ﹤0.01% 2191
2020
Q1 		$2K Hold
45
– – ﹤0.01% 2103
2019
Q4 		$2K Hold
45
– – ﹤0.01% 2222
2019
Q3 		$2K Buy
+45
New +$1.88K ﹤0.01% 2112

Other funds holding PLOW

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Sowell Financial Services's PLOW Position: Q2 2021 in Review

Sowell Financial Services sold out of Douglas Dynamics (PLOW) in Q2 2021, closing a stake of 188 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in PLOW in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 142 funds tracked by Wall St. Rank hold PLOW as of Q2 2021.

  • Sowell Financial Services reported no remaining Douglas Dynamics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 188 Douglas Dynamics shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in Douglas Dynamics in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Douglas Dynamics position peaked at $8K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Douglas Dynamics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.