HWA
AMWD

Heritage Wealth Advisors’s American Woodmark AMWD Stock Holding History

Heritage Wealth Advisors’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
Q4 		– Sell
-1,800
Closed -$141K – 539
2020
Q3 		$141K Hold
1,800
– – 0.02% 172
2020
Q2 		$136K Buy
+1,800
New +$103K 0.02% 173

Other funds holding AMWD

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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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Heritage Wealth Advisors's AMWD Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of American Woodmark (AMWD) in Q4 2020, closing a stake of 1,800 shares — an estimated $141K sold.

Heritage Wealth Advisors first reported a position in AMWD in Q2 2020 and held it in 2 quarters. The position peaked at $141K in Q3 2020. 194 funds tracked by Wall St. Rank hold AMWD as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining American Woodmark position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,800 American Woodmark shares in Q4 2020, an estimated $141K.
  • Heritage Wealth Advisors first reported a position in American Woodmark in Q2 2020 and held it in 2 quarters.
  • Heritage Wealth Advisors's American Woodmark position peaked at $141K in Q3 2020.
  • 194 funds tracked by Wall St. Rank held American Woodmark as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.