HGWM
AMWD

Harvest Group Wealth Management’s American Woodmark AMWD Stock Holding History

Harvest Group Wealth 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
2020
Q1 		– Sell
-44
Closed -$4K – 497
2019
Q4 		$4K Hold
44
– – ﹤0.01% 406
2019
Q3 		$4K Hold
44
– – ﹤0.01% 446
2019
Q2 		$3K Hold
44
– – ﹤0.01% 430
2019
Q1 		$4K Buy
+44
New +$3.29K ﹤0.01% 411

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

Harvest Group Wealth Management's AMWD Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of American Woodmark (AMWD) in Q1 2020, closing a stake of 44 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in AMWD in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 162 funds tracked by Wall St. Rank hold AMWD as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining American Woodmark position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 44 American Woodmark shares in Q1 2020, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in American Woodmark in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's American Woodmark position peaked at $4K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held American Woodmark as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.