APP
AMWD

Avantax Planning Partners’s American Woodmark AMWD Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-128
Closed -$13K – 299
2018
Q1 		$13K Buy
+128
New +$16K ﹤0.01% 928

Other funds holding AMWD

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BRIM
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avantax Planning Partners's AMWD Position: Q2 2018 in Review

Avantax Planning Partners sold out of American Woodmark (AMWD) in Q2 2018, closing a stake of 128 shares — an estimated $13K sold.

Avantax Planning Partners first reported a position in AMWD in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 186 funds tracked by Wall St. Rank hold AMWD as of Q2 2018.

  • Avantax Planning Partners reported no remaining American Woodmark position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 128 American Woodmark shares in Q2 2018, an estimated $13K.
  • Avantax Planning Partners first reported a position in American Woodmark in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's American Woodmark position peaked at $13K in Q1 2018.
  • 186 funds tracked by Wall St. Rank held American Woodmark as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.