LWM
AMWD

Liberty Wealth Management’s American Woodmark AMWD Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-248
Closed -$17K – 209
2021
Q3 		$17K Buy
248
+124
+100% +$9.11K 0.01% 690
2021
Q2 		$10K Buy
124
+2
+2% +$187 ﹤0.01% 647
2021
Q1 		$10K Hold
122
– – ﹤0.01% 588
2020
Q4 		$10K Hold
122
– – ﹤0.01% 581
2020
Q3 		$10K Hold
122
– – 0.01% 510
2020
Q2 		$9K Sell
122
-10
-8% -$572 0.01% 503
2020
Q1 		$5K Buy
132
+4
+3% +$370 ﹤0.01% 563
2019
Q4 		$13K Hold
128
– – 0.01% 488
2019
Q3 		$11K Buy
128
+52
+68% +$4.3K 0.01% 494
2019
Q2 		$6K Hold
76
– – 0.01% 616
2019
Q1 		$6K Hold
76
– – ﹤0.01% 504
2018
Q4 		$4K Buy
+76
New +$4.84K ﹤0.01% 571

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Liberty Wealth Management's AMWD Position: Q4 2021 in Review

Liberty Wealth Management sold out of American Woodmark (AMWD) in Q4 2021, closing a stake of 248 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in AMWD in Q4 2018 and held it in 12 quarters. The position peaked at $17K in Q3 2021. 184 funds tracked by Wall St. Rank hold AMWD as of Q4 2021.

  • Liberty Wealth Management reported no remaining American Woodmark position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 248 American Woodmark shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in American Woodmark in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's American Woodmark position peaked at $17K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held American Woodmark as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.