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 $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return