HWMA
AMWD

Heritage Wealth Management (Arizona)’s American Woodmark AMWD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$344K Buy
7,032
+3,879
+123% +$193K 0.05% 276
2022
Q3 		$138K Buy
3,153
+95
+3% +$4.63K 0.04% 292
2022
Q2 		$138K Buy
3,058
+318
+12% +$15.4K 0.05% 300
2022
Q1 		$134K Buy
+2,740
New +$158K 0.04% 333
2021
Q3 		$95K Buy
1,452
+230
+19% +$16.9K 0.03% 351
2021
Q2 		$100K Buy
1,222
+633
+107% +$59.2K 0.04% 339
2021
Q1 		$58K Buy
+589
New +$56.7K 0.03% 351

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AMWD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its American Woodmark (AMWD) stake by 123% in Q4 2022, buying an estimated $193K and bringing the position to 7,032 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #276.

Heritage Wealth Management (Arizona) first reported a position in AMWD in Q1 2021 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold AMWD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 7,032 shares of American Woodmark worth $344K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 3,879 American Woodmark shares in Q4 2022, an estimated $193K.
  • American Woodmark made up 0.05% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #276 holding.
  • Heritage Wealth Management (Arizona) first reported a position in American Woodmark in Q1 2021 and has held it in 7 quarters since.
  • 180 funds tracked by Wall St. Rank held American Woodmark as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.