GA
AMWD

GoalVest Advisory’s American Woodmark AMWD Stock Holding History

GoalVest Advisory’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
2024
Q1 		– Sell
-4
Closed -$371 – 413
2023
Q4 		$371 Sell
4
-79
-95% -$6.15K ﹤0.01% 357
2023
Q3 		$6.28K Buy
83
+13
+19% +$977 ﹤0.01% 326
2023
Q2 		$5.35K Buy
+70
New +$4.07K ﹤0.01% 296

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

GoalVest Advisory's AMWD Position: Q1 2024 in Review

GoalVest Advisory sold out of American Woodmark (AMWD) in Q1 2024, closing a stake of 4 shares — an estimated $371 sold.

GoalVest Advisory first reported a position in AMWD in Q2 2023 and held it in 3 quarters. The position peaked at $6.28K in Q3 2023. 235 funds tracked by Wall St. Rank hold AMWD as of Q1 2024.

  • GoalVest Advisory reported no remaining American Woodmark position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 4 American Woodmark shares in Q1 2024, an estimated $371.
  • GoalVest Advisory first reported a position in American Woodmark in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's American Woodmark position peaked at $6.28K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held American Woodmark as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.