Halpern Financial’s American Woodmark AMWD Stock Holding History

Halpern Financial’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
2021 Q1	–	Sell	-10	Closed	-$939	–	252
2020 Q4	$939	Buy	+10	New	+$909	﹤0.01%	187

Other funds holding AMWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

BRIM

Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

NPIC

Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Halpern Financial's AMWD Position: Q1 2021 in Review

Halpern Financial sold out of American Woodmark (AMWD) in Q1 2021, closing a stake of 10 shares — an estimated $939 sold.

Halpern Financial first reported a position in AMWD in Q4 2020 and held it in 1 quarter. The position peaked at $939 in Q4 2020. 187 funds tracked by Wall St. Rank hold AMWD as of Q1 2021.

Halpern Financial reported no remaining American Woodmark position as of Q1 2021 after selling out during the quarter.
Halpern Financial sold 10 American Woodmark shares in Q1 2021, an estimated $939.
Halpern Financial first reported a position in American Woodmark in Q4 2020 and held it in 1 quarter.
Halpern Financial's American Woodmark position peaked at $939 in Q4 2020.
187 funds tracked by Wall St. Rank held American Woodmark as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.