MCC
AMWD

Money Concepts Capital’s American Woodmark AMWD Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-200
Closed -$9.77K – 564
2022
Q4 		$9.77K Buy
+200
New +$9.93K ﹤0.01% 2020
2022
Q2 		– Sell
-200
Closed -$10K – 1482
2022
Q1 		$10K Buy
+200
New +$11.5K ﹤0.01% 1918

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
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
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Money Concepts Capital's AMWD Position: Q1 2023 in Review

Money Concepts Capital sold out of American Woodmark (AMWD) in Q1 2023, closing a stake of 200 shares — an estimated $9.77K sold.

Money Concepts Capital first reported a position in AMWD in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 171 funds tracked by Wall St. Rank hold AMWD as of Q1 2023.

  • Money Concepts Capital reported no remaining American Woodmark position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 200 American Woodmark shares in Q1 2023, an estimated $9.77K.
  • Money Concepts Capital first reported a position in American Woodmark in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's American Woodmark position peaked at $10K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held American Woodmark as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.