Concourse Financial Group Securities’s American Woodmark AMWD Stock Holding History

Concourse Financial Group Securities’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	-9	Closed	-$823	–	2249
2024 Q3	$841	Sell	9 -1	-10%	-$90	﹤0.01%	2089
2024 Q2	$786	Sell	10 -1	-9%	-$90	﹤0.01%	2153
2024 Q1	$1.12K	Sell	11 -1	-8%	-$94	﹤0.01%	2126
2023 Q4	$1.11K	Sell	12 -5	-29%	-$389	﹤0.01%	2099
2023 Q3	$1.28K	Hold	17	–	–	﹤0.01%	2067
2023 Q2	$1.3K	Sell	17 -1	-6%	-$58	﹤0.01%	2092
2023 Q1	$937	Buy	18 +1	+6%	+$54	﹤0.01%	2175
2022 Q4	$830	Buy	+17	New	+$844	﹤0.01%	2192

Other funds holding AMWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Concourse Financial Group Securities's AMWD Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 9 shares — an estimated $823 sold.

Concourse Financial Group Securities first reported a position in AMWD in Q4 2022 and held it in 8 quarters. The position peaked at $1.3K in Q2 2023. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

Concourse Financial Group Securities reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 9 American Woodmark shares in Q4 2024, an estimated $823.
Concourse Financial Group Securities first reported a position in American Woodmark in Q4 2022 and held it in 8 quarters.
Concourse Financial Group Securities's American Woodmark position peaked at $1.3K in Q2 2023.
221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.