CP
AMWD

Castleview Partners’s American Woodmark AMWD Stock Holding History

Castleview Partners’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
Q4 		– Sell
-511
Closed -$38.6K – 866
2023
Q3 		$38.6K Buy
+511
New +$38.4K 0.04% 295

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 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
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Castleview Partners's AMWD Position: Q4 2023 in Review

Castleview Partners sold out of American Woodmark (AMWD) in Q4 2023, closing a stake of 511 shares — an estimated $38.6K sold.

Castleview Partners first reported a position in AMWD in Q3 2023 and held it in 1 quarter. The position peaked at $38.6K in Q3 2023. 216 funds tracked by Wall St. Rank hold AMWD as of Q4 2023.

  • Castleview Partners reported no remaining American Woodmark position as of Q4 2023 after selling out during the quarter.
  • Castleview Partners sold 511 American Woodmark shares in Q4 2023, an estimated $38.6K.
  • Castleview Partners first reported a position in American Woodmark in Q3 2023 and held it in 1 quarter.
  • Castleview Partners's American Woodmark position peaked at $38.6K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held American Woodmark as of Q4 2023.

Based on Castleview Partners's 13F filing for Q4 2023, filed 5 Feb 2024.