EWA
AMWD

EverSource Wealth Advisors’s American Woodmark AMWD Stock Holding History

EverSource 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
2026
Q1 		$1.99K Sell
50
-66
-57% -$3.5K ﹤0.01% 3642
2025
Q4 		$6.25K Sell
116
-101
-47% -$5.91K ﹤0.01% 3021
2025
Q3 		$14.5K Sell
217
-58
-21% -$3.56K ﹤0.01% 2587
2025
Q2 		$14.7K Buy
275
+158
+135% +$8.93K ﹤0.01% 2538
2025
Q1 		$6.88K Buy
117
+108
+1,200% +$7.64K ﹤0.01% 2336
2024
Q4 		$716 Buy
+9
New +$823 ﹤0.01% 3073
2023
Q1 		– Sell
-36
Closed -$1.76K – 2381
2022
Q4 		$1.76K Sell
36
-135
-79% -$6.7K ﹤0.01% 1951
2022
Q3 		$8K Buy
171
+20
+13% +$975 ﹤0.01% 1181
2022
Q2 		$7K Sell
151
-190
-56% -$9.18K ﹤0.01% 1138
2022
Q1 		$17K Buy
341
+303
+797% +$17.4K ﹤0.01% 756
2021
Q4 		$2K Buy
+38
New +$2.57K ﹤0.01% 1499

Other funds holding AMWD

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return