BCWM
AMWD

Bartlett & Co Wealth Management’s American Woodmark AMWD Stock Holding History

Bartlett & Co 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
2022
Q4 		– Sell
-28
Closed -$1.23K – 1102
2022
Q3 		$1.23K Sell
28
-44
-61% -$2.15K ﹤0.01% 1100
2022
Q2 		$3.24K Buy
+72
New +$3.48K ﹤0.01% 1111

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bartlett & Co Wealth Management's AMWD Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of American Woodmark (AMWD) in Q4 2022, closing a stake of 28 shares — an estimated $1.23K sold.

Bartlett & Co Wealth Management first reported a position in AMWD in Q2 2022 and held it in 2 quarters. The position peaked at $3.24K in Q2 2022. 180 funds tracked by Wall St. Rank hold AMWD as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining American Woodmark position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 28 American Woodmark shares in Q4 2022, an estimated $1.23K.
  • Bartlett & Co Wealth Management first reported a position in American Woodmark in Q2 2022 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's American Woodmark position peaked at $3.24K in Q2 2022.
  • 180 funds tracked by Wall St. Rank held American Woodmark as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.