AWS
AMWD

Atria Wealth Solutions’s American Woodmark AMWD Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-10,521
Closed -$514K – 1857
2022
Q4 		$514K Buy
+10,521
New +$522K 0.01% 1062

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Atria Wealth Solutions's AMWD Position: Q1 2023 in Review

Atria Wealth Solutions sold out of American Woodmark (AMWD) in Q1 2023, closing a stake of 10,521 shares — an estimated $514K sold.

Atria Wealth Solutions first reported a position in AMWD in Q4 2022 and held it in 1 quarter. The position peaked at $514K in Q4 2022. 171 funds tracked by Wall St. Rank hold AMWD as of Q1 2023.

  • Atria Wealth Solutions reported no remaining American Woodmark position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,521 American Woodmark shares in Q1 2023, an estimated $514K.
  • Atria Wealth Solutions first reported a position in American Woodmark in Q4 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's American Woodmark position peaked at $514K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held American Woodmark as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.