BRWA
AMWD

B. Riley Wealth Advisors’s American Woodmark AMWD Stock Holding History

B. Riley Wealth Advisors’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
-5,247
Closed -$256K – 1520
2022
Q4 		$256K Buy
+5,247
New +$260K 0.01% 1124

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

B. Riley Wealth Advisors's AMWD Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of American Woodmark (AMWD) in Q1 2023, closing a stake of 5,247 shares — an estimated $256K sold.

B. Riley Wealth Advisors first reported a position in AMWD in Q4 2022 and held it in 1 quarter. The position peaked at $256K in Q4 2022. 171 funds tracked by Wall St. Rank hold AMWD as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining American Woodmark position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,247 American Woodmark shares in Q1 2023, an estimated $256K.
  • B. Riley Wealth Advisors first reported a position in American Woodmark in Q4 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's American Woodmark position peaked at $256K in Q4 2022.
  • 171 funds tracked by Wall St. Rank held American Woodmark as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.