FGAM
AMWD

Financial Gravity Asset Management’s American Woodmark AMWD Stock Holding History

Financial Gravity Asset Management’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
Q4 		$105K Buy
+2
New +$201 0.07% 300
2019
Q2 		– Sell
-5
Closed – – 1221
2019
Q1 		$0 Buy
+5
New +$374 ﹤0.01% 1312

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Gravity Asset Management's AMWD Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in American Woodmark (AMWD) in Q4 2019: 2 shares worth $105K. The stake represents 0.07% of the portfolio and ranks #300 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in AMWD as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in AMWD in Q1 2019 and has held it in 2 quarters since. 194 funds tracked by Wall St. Rank hold AMWD as of Q4 2019.

  • Financial Gravity Asset Management held 2 shares of American Woodmark worth $105K as of Q4 2019.
  • American Woodmark was a new Financial Gravity Asset Management position in Q4 2019.
  • American Woodmark made up 0.07% of Financial Gravity Asset Management's portfolio in Q4 2019, its #300 holding.
  • Financial Gravity Asset Management first reported a position in American Woodmark in Q1 2019 and has held it in 2 quarters since.
  • 194 funds tracked by Wall St. Rank held American Woodmark as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.