IWC
AMWD

Integrated Wealth Concepts’s American Woodmark AMWD Stock Holding History

Integrated Wealth Concepts’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
-2,408
Closed -$225K – 1716
2024
Q3 		$225K Sell
2,408
-273
-10% -$24.6K ﹤0.01% 1505
2024
Q2 		$211K Buy
2,681
+26
+1% +$2.35K ﹤0.01% 1497
2024
Q1 		$270K Sell
2,655
-1,100
-29% -$104K ﹤0.01% 1380
2023
Q4 		$349K Hold
3,755
– – 0.01% 1184
2023
Q3 		$284K Sell
3,755
-1,746
-32% -$131K 0.01% 1252
2023
Q2 		$420K Buy
+5,501
New +$319K 0.01% 1067

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

Integrated Wealth Concepts's AMWD Position: Q4 2024 in Review

Integrated Wealth Concepts sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 2,408 shares — an estimated $225K sold.

Integrated Wealth Concepts first reported a position in AMWD in Q2 2023 and held it in 6 quarters. The position peaked at $420K in Q2 2023. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Integrated Wealth Concepts reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,408 American Woodmark shares in Q4 2024, an estimated $225K.
  • Integrated Wealth Concepts first reported a position in American Woodmark in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's American Woodmark position peaked at $420K in Q2 2023.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Integrated Wealth Concepts's 13F filing for Q4 2024, filed 14 Feb 2025.