AWM
AMWD

AE Wealth Management’s American Woodmark AMWD Stock Holding History

AE Wealth Management’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,953
Closed -$531K – 1945
2023
Q2 		$531K Buy
+6,953
New +$404K ﹤0.01% 1362
2022
Q4 		– Sell
-11,390
Closed -$500K – 1817
2022
Q3 		$500K Buy
+11,390
New +$555K ﹤0.01% 1265

Other funds holding AMWD

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

AE Wealth Management's AMWD Position: Q3 2023 in Review

AE Wealth Management sold out of American Woodmark (AMWD) in Q3 2023, closing a stake of 6,953 shares — an estimated $531K sold.

AE Wealth Management first reported a position in AMWD in Q3 2022 and held it in 2 quarters. The position peaked at $531K in Q2 2023. 206 funds tracked by Wall St. Rank hold AMWD as of Q3 2023.

  • AE Wealth Management reported no remaining American Woodmark position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 6,953 American Woodmark shares in Q3 2023, an estimated $531K.
  • AE Wealth Management first reported a position in American Woodmark in Q3 2022 and held it in 2 quarters.
  • AE Wealth Management's American Woodmark position peaked at $531K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held American Woodmark as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.