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Tradition Wealth Management’s Douglas Dynamics PLOW Stock Holding History

Tradition 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
2024
Q1 		– Sell
-1,064
Closed -$32K – 970
2023
Q4 		$32K Buy
1,064
+10
+0.9% +$287 ﹤0.01% 735
2023
Q3 		$32K Buy
1,054
+10
+1% +$306 ﹤0.01% 716
2023
Q2 		$31K Buy
1,044
+10
+1% +$294 ﹤0.01% 762
2023
Q1 		$33K Hold
1,034
– – ﹤0.01% 727
2022
Q4 		$37K Hold
1,034
– – 0.01% 610
2022
Q3 		$29K Buy
+1,034
New +$31.5K ﹤0.01% 667

Other funds holding PLOW

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tradition Wealth Management's PLOW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Douglas Dynamics (PLOW) in Q1 2024, closing a stake of 1,064 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in PLOW in Q3 2022 and held it in 6 quarters. The position peaked at $37K in Q4 2022. 144 funds tracked by Wall St. Rank hold PLOW as of Q1 2024.

  • Tradition Wealth Management reported no remaining Douglas Dynamics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,064 Douglas Dynamics shares in Q1 2024, an estimated $32K.
  • Tradition Wealth Management first reported a position in Douglas Dynamics in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Douglas Dynamics position peaked at $37K in Q4 2022.
  • 144 funds tracked by Wall St. Rank held Douglas Dynamics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.