Cerity Partners
AMWD

Cerity Partners’s American Woodmark AMWD Stock Holding History

Cerity 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
Q2 		– Sell
-161
Closed -$496K – 1648
2023
Q1 		$496K Buy
+161
New +$8.71K ﹤0.01% 1292

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
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
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Cerity Partners's AMWD Position: Q2 2023 in Review

Cerity Partners sold out of American Woodmark (AMWD) in Q2 2023, closing a stake of 161 shares — an estimated $496K sold.

Cerity Partners first reported a position in AMWD in Q1 2023 and held it in 1 quarter. The position peaked at $496K in Q1 2023. 195 funds tracked by Wall St. Rank hold AMWD as of Q2 2023.

  • Cerity Partners reported no remaining American Woodmark position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 161 American Woodmark shares in Q2 2023, an estimated $496K.
  • Cerity Partners first reported a position in American Woodmark in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's American Woodmark position peaked at $496K in Q1 2023.
  • 195 funds tracked by Wall St. Rank held American Woodmark as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.