LPL Financial
AMWD

LPL Financial’s American Woodmark AMWD Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-3,698
Closed -$346K – 5285
2024
Q3 		$346K Sell
3,698
-1,003
-21% -$90.3K ﹤0.01% 4311
2024
Q2 		$369K Buy
4,701
+1,281
+37% +$116K ﹤0.01% 4105
2024
Q1 		$348K Sell
3,420
-545
-14% -$51.3K ﹤0.01% 4086
2023
Q4 		$368K Buy
3,965
+269
+7% +$21K ﹤0.01% 3919
2023
Q3 		$279K Sell
3,696
-1,179
-24% -$88.6K ﹤0.01% 3980
2023
Q2 		$372K Buy
4,875
+670
+16% +$38.9K ﹤0.01% 3684
2023
Q1 		$219K Sell
4,205
-6,654
-61% -$360K ﹤0.01% 3973
2022
Q4 		$531K Sell
10,859
-2,513
-19% -$125K ﹤0.01% 3200
2022
Q3 		$586K Buy
13,372
+3,116
+30% +$152K ﹤0.01% 3008
2022
Q2 		$462K Buy
+10,256
New +$495K ﹤0.01% 3281
2022
Q1 		– Sell
-3,462
Closed -$226K – 4180
2021
Q4 		$226K Buy
+3,462
New +$234K ﹤0.01% 3904
2018
Q1 		– Sell
-6,777
Closed -$883K – 3180
2017
Q4 		$883K Buy
6,777
+201
+3% +$21.1K ﹤0.01% 1614
2017
Q3 		$633K Buy
6,576
+506
+8% +$46.8K ﹤0.01% 1763
2017
Q2 		$580K Buy
6,070
+3,125
+106% +$287K ﹤0.01% 1767
2017
Q1 		$259K Sell
2,945
-6,228
-68% -$499K ﹤0.01% 2311
2016
Q4 		$700K Buy
9,173
+6,148
+203% +$475K 0.01% 1453
2016
Q3 		$239K Sell
3,025
-1,440
-32% -$113K ﹤0.01% 2287
2016
Q2 		$310K Buy
4,465
+885
+25% +$63.9K ﹤0.01% 2044
2016
Q1 		$267K Sell
3,580
-12,926
-78% -$872K ﹤0.01% 2601
2015
Q4 		$1.28M Buy
+16,506
New +$1.24M ﹤0.01% 1475

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
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

LPL Financial's AMWD Position: Q4 2024 in Review

LPL Financial sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 3,698 shares — an estimated $346K sold.

LPL Financial first reported a position in AMWD in Q4 2015 and held it in 20 quarters. The position peaked at $1.28M in Q4 2015. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • LPL Financial reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 3,698 American Woodmark shares in Q4 2024, an estimated $346K.
  • LPL Financial first reported a position in American Woodmark in Q4 2015 and held it in 20 quarters.
  • LPL Financial's American Woodmark position peaked at $1.28M in Q4 2015.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.