LWCFA
AMWD

Loring Wolcott & Coolidge Fiduciary Advisors’s American Woodmark AMWD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-71
Closed -$6K – 753
2021
Q2 		$6K Buy
+71
New +$6.64K ﹤0.01% 706
2021
Q1 		– Sell
-71
Closed -$7K – 320
2020
Q4 		$7K Buy
+71
New +$6.46K ﹤0.01% 626

Other funds holding AMWD

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $2.61B AUM 78.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AMWD Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of American Woodmark (AMWD) in Q3 2021, closing a stake of 71 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMWD in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q4 2020. 179 funds tracked by Wall St. Rank hold AMWD as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining American Woodmark position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 71 American Woodmark shares in Q3 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in American Woodmark in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's American Woodmark position peaked at $7K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held American Woodmark as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.