GWAG
AMWD

Garrett Wealth Advisory Group’s American Woodmark AMWD Stock Holding History

Garrett Wealth Advisory Group’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 		– Sell
-22
Closed -$1.96K – 92
2019
Q3 		$1.96K Buy
+22
New +$1.82K ﹤0.01% 562

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

Garrett Wealth Advisory Group's AMWD Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of American Woodmark (AMWD) in Q4 2019, closing a stake of 22 shares — an estimated $1.96K sold.

Garrett Wealth Advisory Group first reported a position in AMWD in Q3 2019 and held it in 1 quarter. The position peaked at $1.96K in Q3 2019. 194 funds tracked by Wall St. Rank hold AMWD as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining American Woodmark position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 22 American Woodmark shares in Q4 2019, an estimated $1.96K.
  • Garrett Wealth Advisory Group first reported a position in American Woodmark in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's American Woodmark position peaked at $1.96K in Q3 2019.
  • 194 funds tracked by Wall St. Rank held American Woodmark as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.