LWA
AMWD

Lenox Wealth Advisors’s American Woodmark AMWD Stock Holding History

Lenox Wealth Advisors’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
2020
Q2 		– Sell
-18
Closed -$1K – 588
2020
Q1 		$1K Hold
18
– – ﹤0.01% 648
2019
Q4 		$2K Hold
18
– – ﹤0.01% 579
2019
Q3 		$2K Buy
+18
New +$1.49K ﹤0.01% 482

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Lenox Wealth Advisors's AMWD Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of American Woodmark (AMWD) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in AMWD in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 179 funds tracked by Wall St. Rank hold AMWD as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining American Woodmark position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 18 American Woodmark shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in American Woodmark in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's American Woodmark position peaked at $2K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held American Woodmark as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.