TCWM
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Total Clarity Wealth Management’s Douglas Dynamics PLOW Stock Holding History

Total Clarity Wealth Management’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
2020
Q1 		– Sell
-800
Closed -$44K – 479
2019
Q4 		$44K Buy
+800
New +$40.4K 0.03% 285

Other funds holding PLOW

CCA
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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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Total Clarity Wealth Management's PLOW Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Douglas Dynamics (PLOW) in Q1 2020, closing a stake of 800 shares — an estimated $44K sold.

Total Clarity Wealth Management first reported a position in PLOW in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 141 funds tracked by Wall St. Rank hold PLOW as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Douglas Dynamics position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 800 Douglas Dynamics shares in Q1 2020, an estimated $44K.
  • Total Clarity Wealth Management first reported a position in Douglas Dynamics in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Douglas Dynamics position peaked at $44K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.