EI
AMWD

Ellevest Inc’s American Woodmark AMWD Stock Holding History

Ellevest Inc’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
-40
Closed -$2.08K – 426
2023
Q1 		$2.08K Buy
40
+18
+82% +$974 ﹤0.01% 1435
2022
Q4 		$1.07K Buy
+22
New +$1.09K ﹤0.01% 1509
2022
Q3 		– Sell
-6
Closed – – 1585
2022
Q2 		$0 Sell
6
-278
-98% -$13.4K ﹤0.01% 1377
2022
Q1 		$14K Buy
284
+47
+20% +$2.7K ﹤0.01% 807
2021
Q4 		$15K Buy
237
+111
+88% +$7.51K ﹤0.01% 766
2021
Q3 		$8K Sell
126
-41
-25% -$3.01K ﹤0.01% 854
2021
Q2 		$14K Buy
167
+127
+318% +$11.9K ﹤0.01% 700
2021
Q1 		$4K Buy
40
+10
+33% +$962 ﹤0.01% 929
2020
Q4 		$3K Buy
30
+5
+20% +$455 ﹤0.01% 894
2020
Q3 		$2K Buy
25
+8
+47% +$653 ﹤0.01% 879
2020
Q2 		$1K Buy
17
+3
+21% +$172 ﹤0.01% 949
2020
Q1 		$1K Hold
14
– – ﹤0.01% 834
2019
Q4 		$1K Buy
+14
New +$1.41K ﹤0.01% 728

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CB
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Pzena Investment Management
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Wellington Management Group
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State Street
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BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return