LWAC
AMWD

Laurel Wealth Advisors (California)’s American Woodmark AMWD Stock Holding History

Laurel Wealth Advisors (California)’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 		$300K Buy
6,134
+292
+5% +$14.5K 0.03% 506
2022
Q3 		$256K Buy
5,842
+176
+3% +$8.58K 0.03% 530
2022
Q2 		$255K Sell
5,666
-2,638
-32% -$127K 0.03% 550
2022
Q1 		$406K Buy
8,304
+3,056
+58% +$176K 0.03% 484
2021
Q4 		$342K Buy
+5,248
New +$355K 0.03% 577

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

Laurel Wealth Advisors (California)'s AMWD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its American Woodmark (AMWD) stake by 5% in Q4 2022, buying an estimated $14.5K and bringing the position to 6,134 shares worth $300K. The position accounts for 0.03% of the portfolio, ranked #506.

Laurel Wealth Advisors (California) first reported a position in AMWD in Q4 2021 and has held it in 5 quarters since. The position peaked at $406K in Q1 2022. 180 funds tracked by Wall St. Rank hold AMWD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,134 shares of American Woodmark worth $300K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 292 American Woodmark shares in Q4 2022, an estimated $14.5K.
  • American Woodmark made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #506 holding.
  • Laurel Wealth Advisors (California) first reported a position in American Woodmark in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s American Woodmark position peaked at $406K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held American Woodmark as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.