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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return