BWL
AMWD

Bogart Wealth LLC’s American Woodmark AMWD Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-28
Closed -$2.23K – 1410
2024
Q4 		$2.23K Hold
28
– – ﹤0.01% 1079
2024
Q3 		$2.62K Buy
+28
New +$2.52K ﹤0.01% 936

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Bogart Wealth LLC's AMWD Position: Q1 2025 in Review

Bogart Wealth LLC sold out of American Woodmark (AMWD) in Q1 2025, closing a stake of 28 shares — an estimated $2.23K sold.

Bogart Wealth LLC first reported a position in AMWD in Q3 2024 and held it in 2 quarters. The position peaked at $2.62K in Q3 2024. 202 funds tracked by Wall St. Rank hold AMWD as of Q1 2025.

  • Bogart Wealth LLC reported no remaining American Woodmark position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 28 American Woodmark shares in Q1 2025, an estimated $2.23K.
  • Bogart Wealth LLC first reported a position in American Woodmark in Q3 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's American Woodmark position peaked at $2.62K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held American Woodmark as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.