FANJ
AMWD

Financial Architects (New Jersey)’s American Woodmark AMWD Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-400
Closed -$22K – 1413
2018
Q4 		$22K Buy
+400
New +$25.5K ﹤0.01% 774

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Financial Architects (New Jersey)'s AMWD Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of American Woodmark (AMWD) in Q3 2018, closing a stake of 201 shares — an estimated $18K sold.

Financial Architects (New Jersey) first reported a position in AMWD in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 174 funds tracked by Wall St. Rank hold AMWD as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining American Woodmark position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 201 American Woodmark shares in Q3 2018, an estimated $18K.
  • Financial Architects (New Jersey) first reported a position in American Woodmark in Q2 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s American Woodmark position peaked at $18K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held American Woodmark as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.