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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return