HWAM
AMWD

Hennion & Walsh Asset Management’s American Woodmark AMWD Stock Holding History

Hennion & Walsh 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
2024
Q4 		– Sell
-2,500
Closed -$234K – 853
2024
Q3 		$234K Buy
+2,500
New +$225K 0.01% 802
2024
Q2 		– Sell
-2,374
Closed -$241K – 840
2024
Q1 		$241K Sell
2,374
-18
-0.8% -$1.7K 0.01% 752
2023
Q4 		$222K Buy
+2,392
New +$186K 0.01% 756

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
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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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

Hennion & Walsh Asset Management's AMWD Position: Q4 2024 in Review

Hennion & Walsh Asset Management sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 2,500 shares — an estimated $234K sold.

Hennion & Walsh Asset Management first reported a position in AMWD in Q4 2023 and held it in 3 quarters. The position peaked at $241K in Q1 2024. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Hennion & Walsh Asset Management reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Hennion & Walsh Asset Management sold 2,500 American Woodmark shares in Q4 2024, an estimated $234K.
  • Hennion & Walsh Asset Management first reported a position in American Woodmark in Q4 2023 and held it in 3 quarters.
  • Hennion & Walsh Asset Management's American Woodmark position peaked at $241K in Q1 2024.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Hennion & Walsh Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.