CPA
AMWD

Capital Performance Advisors’s American Woodmark AMWD Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-31
Closed -$2.9K – 305
2024
Q3 		$2.9K Buy
+31
New +$2.79K ﹤0.01% 1373

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Capital Performance Advisors's AMWD Position: Q4 2024 in Review

Capital Performance Advisors sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 31 shares — an estimated $2.9K sold.

Capital Performance Advisors first reported a position in AMWD in Q3 2024 and held it in 1 quarter. The position peaked at $2.9K in Q3 2024. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Capital Performance Advisors reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 31 American Woodmark shares in Q4 2024, an estimated $2.9K.
  • Capital Performance Advisors first reported a position in American Woodmark in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's American Woodmark position peaked at $2.9K in Q3 2024.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.