AF
AMWD

Allworth Financial’s American Woodmark AMWD Stock Holding History

Allworth Financial’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
2026
Q1 		$439 Sell
11
-35
-76% -$1.86K ﹤0.01% 4758
2025
Q4 		$2.48K Buy
46
+3
+7% +$176 ﹤0.01% 4038
2025
Q3 		$2.87K Sell
43
-7
-14% -$430 ﹤0.01% 3839
2025
Q2 		$2.67K Sell
50
-44
-47% -$2.49K ﹤0.01% 3580
2025
Q1 		$5.42K Buy
94
+54
+135% +$3.82K ﹤0.01% 2718
2024
Q4 		$3.26K Hold
40
– – ﹤0.01% 2958
2024
Q3 		$3.74K Hold
40
– – ﹤0.01% 2694
2024
Q2 		$3.59K Hold
40
– – ﹤0.01% 2663
2024
Q1 		$4.07K Hold
40
– – ﹤0.01% 2492
2023
Q4 		$3.71K Hold
40
– – ﹤0.01% 2396
2023
Q3 		$3.02K Hold
40
– – ﹤0.01% 2349
2023
Q2 		$3.06K Hold
40
– – ﹤0.01% 2310
2023
Q1 		$2.08K Hold
40
– – ﹤0.01% 2390
2022
Q4 		$1.95K Hold
40
– – ﹤0.01% 2252
2022
Q3 		$2K Buy
+40
New +$1.95K ﹤0.01% 2095

Other funds holding AMWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return