IFG
AMWD

Independent Financial Group’s American Woodmark AMWD Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-10,299
Closed -$1.05M – 1089
2024
Q1 		$1.05M Sell
10,299
-1,000
-9% -$94.2K 0.05% 373
2023
Q4 		$1.05M Hold
11,299
– – 0.06% 349
2023
Q3 		$854K Sell
11,299
-1,500
-12% -$113K 0.06% 353
2023
Q2 		$977K Buy
12,799
+400
+3% +$23.2K 0.07% 313
2023
Q1 		$646K Buy
12,399
+400
+3% +$21.6K 0.05% 392
2022
Q4 		$586K Buy
11,999
+100
+0.8% +$4.96K 0.05% 375
2022
Q3 		$522K Buy
11,899
+1,800
+18% +$87.8K 0.05% 386
2022
Q2 		$455K Buy
10,099
+1,400
+16% +$67.6K 0.05% 406
2022
Q1 		$426K Buy
8,699
+1,000
+13% +$57.5K 0.03% 478
2021
Q4 		$502K Buy
7,699
+2,100
+38% +$142K 0.04% 421
2021
Q3 		$366K Buy
+5,599
New +$411K 0.04% 461

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Independent Financial Group's AMWD Position: Q2 2024 in Review

Independent Financial Group sold out of American Woodmark (AMWD) in Q2 2024, closing a stake of 10,299 shares — an estimated $1.05M sold.

Independent Financial Group first reported a position in AMWD in Q3 2021 and held it in 11 quarters. The position peaked at $1.05M in Q4 2023. 233 funds tracked by Wall St. Rank hold AMWD as of Q2 2024.

  • Independent Financial Group reported no remaining American Woodmark position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 10,299 American Woodmark shares in Q2 2024, an estimated $1.05M.
  • Independent Financial Group first reported a position in American Woodmark in Q3 2021 and held it in 11 quarters.
  • Independent Financial Group's American Woodmark position peaked at $1.05M in Q4 2023.
  • 233 funds tracked by Wall St. Rank held American Woodmark as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.