AWM
AMWD

Avior Wealth Management’s American Woodmark AMWD Stock Holding History

Avior 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
2024
Q2 		– Sell
-4
Closed -$406 – 2327
2024
Q1 		$406 Buy
+4
New +$377 ﹤0.01% 2622

Other funds holding AMWD

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CB
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Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Avior Wealth Management's AMWD Position: Q2 2024 in Review

Avior Wealth Management sold out of American Woodmark (AMWD) in Q2 2024, closing a stake of 4 shares — an estimated $406 sold.

Avior Wealth Management first reported a position in AMWD in Q1 2024 and held it in 1 quarter. The position peaked at $406 in Q1 2024. 233 funds tracked by Wall St. Rank hold AMWD as of Q2 2024.

  • Avior Wealth Management reported no remaining American Woodmark position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 4 American Woodmark shares in Q2 2024, an estimated $406.
  • Avior Wealth Management first reported a position in American Woodmark in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's American Woodmark position peaked at $406 in Q1 2024.
  • 233 funds tracked by Wall St. Rank held American Woodmark as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.