CAS
AMWD

Coppell Advisory Solutions’s American Woodmark AMWD Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-166
Closed -$13.3K – 399
2024
Q4 		$13.3K Hold
166
– – ﹤0.01% 1013
2024
Q3 		$15.4K Hold
166
– – ﹤0.01% 955
2024
Q2 		$13K Buy
+166
New +$15K ﹤0.01% 938
2023
Q4 		$12K Buy
+166
New +$12.9K ﹤0.01% 893
2023
Q3 		– Sell
-609
Closed -$45.8K – 1216
2023
Q2 		$45.8K Buy
+609
New +$35.4K 0.01% 403

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Coppell Advisory Solutions's AMWD Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of American Woodmark (AMWD) in Q1 2025, closing a stake of 166 shares — an estimated $13.3K sold.

Coppell Advisory Solutions first reported a position in AMWD in Q2 2023 and held it in 5 quarters. The position peaked at $45.8K in Q2 2023. 202 funds tracked by Wall St. Rank hold AMWD as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining American Woodmark position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 166 American Woodmark shares in Q1 2025, an estimated $13.3K.
  • Coppell Advisory Solutions first reported a position in American Woodmark in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's American Woodmark position peaked at $45.8K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held American Woodmark as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.