Commonwealth Equity Services
AMWD

Commonwealth Equity Services’s American Woodmark AMWD Stock Holding History

Commonwealth Equity Services’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
-3,798
Closed -$287K – 3905
2023
Q3 		$287K Sell
3,798
-424
-10% -$31.9K ﹤0.01% 3075
2023
Q2 		$322K Buy
+4,222
New +$245K ﹤0.01% 2986

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

Commonwealth Equity Services's AMWD Position: Q4 2023 in Review

Commonwealth Equity Services sold out of American Woodmark (AMWD) in Q4 2023, closing a stake of 3,798 shares — an estimated $287K sold.

Commonwealth Equity Services first reported a position in AMWD in Q2 2023 and held it in 2 quarters. The position peaked at $322K in Q2 2023. 216 funds tracked by Wall St. Rank hold AMWD as of Q4 2023.

  • Commonwealth Equity Services reported no remaining American Woodmark position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,798 American Woodmark shares in Q4 2023, an estimated $287K.
  • Commonwealth Equity Services first reported a position in American Woodmark in Q2 2023 and held it in 2 quarters.
  • Commonwealth Equity Services's American Woodmark position peaked at $322K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held American Woodmark as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.