CWA
AMWD

Clearview Wealth Advisors’s American Woodmark AMWD Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-17
Closed -$1.3K – 143
2023
Q2 		$1.3K Buy
17
+5
+42% +$290 ﹤0.01% 574
2023
Q1 		$625 Buy
+12
New +$649 ﹤0.01% 603

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Clearview Wealth Advisors's AMWD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of American Woodmark (AMWD) in Q3 2023, closing a stake of 17 shares — an estimated $1.3K sold.

Clearview Wealth Advisors first reported a position in AMWD in Q1 2023 and held it in 2 quarters. The position peaked at $1.3K in Q2 2023. 206 funds tracked by Wall St. Rank hold AMWD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining American Woodmark position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 17 American Woodmark shares in Q3 2023, an estimated $1.3K.
  • Clearview Wealth Advisors first reported a position in American Woodmark in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's American Woodmark position peaked at $1.3K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held American Woodmark as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.