AssetMark Inc

AssetMark Inc’s American Woodmark AMWD Stock Holding History

AssetMark Inc’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	–	Sell	-14	Closed	-$755	–	3444
2025 Q4	$755	Buy	14 +10	+250%	+$586	﹤0.01%	3012
2025 Q3	$267	Hold	4	–	–	﹤0.01%	3020
2025 Q2	$213	Sell	4 -20	-83%	-$1.13K	﹤0.01%	2873
2025 Q1	$1.41K	Hold	24	–	–	﹤0.01%	2242
2024 Q4	$1.91K	Buy	24 +8	+50%	+$732	﹤0.01%	2130
2024 Q3	$1.5K	Buy	+16	New	+$1.44K	﹤0.01%	1931
2022 Q2	–	Sell	-17	Closed	-$1K	–	1469
2022 Q1	$1K	Buy	17 +7	+70%	+$403	﹤0.01%	1460
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	1407
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	1303
2021 Q2	$1K	Sell	10 -19	-66%	-$1.78K	﹤0.01%	1229
2021 Q1	$3K	Buy	29 +4	+16%	+$385	﹤0.01%	1085
2020 Q4	$2K	Sell	25 -2	-7%	-$182	﹤0.01%	1169
2020 Q3	$2K	Sell	27 -8	-23%	-$653	﹤0.01%	1092
2020 Q2	$3K	Buy	35 +18	+106%	+$1.03K	﹤0.01%	1002
2020 Q1	$1K	Sell	17 -21	-55%	-$1.94K	﹤0.01%	1237
2019 Q4	$4K	Sell	38 -1	-3%	-$100	﹤0.01%	1129
2019 Q3	$3K	Buy	+39	New	+$3.22K	﹤0.01%	1097
2018 Q1	–	Sell	-5	Closed	-$1K	–	1423
2017 Q4	$1K	Buy	+5	New	+$526	﹤0.01%	1544

Other funds holding AMWD

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $157B AUM 32.99% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return