PWM
AMWD

Partnership Wealth Management’s American Woodmark AMWD Stock Holding History

Partnership 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
2024
Q4 		– Sell
-50
Closed -$4.67K – 78
2024
Q3 		$4.67K Sell
50
-977
-95% -$87.9K ﹤0.01% 176
2024
Q2 		$80.7K Sell
1,027
-568
-36% -$51.3K 0.06% 124
2024
Q1 		$162K Sell
1,595
-418
-21% -$39.4K 0.11% 109
2023
Q4 		$184K Buy
+2,013
New +$157K 0.14% 103

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

Partnership Wealth Management's AMWD Position: Q4 2024 in Review

Partnership Wealth Management sold out of American Woodmark (AMWD) in Q4 2024, closing a stake of 50 shares — an estimated $4.67K sold.

Partnership Wealth Management first reported a position in AMWD in Q4 2023 and held it in 4 quarters. The position peaked at $184K in Q4 2023. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • Partnership Wealth Management reported no remaining American Woodmark position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 50 American Woodmark shares in Q4 2024, an estimated $4.67K.
  • Partnership Wealth Management first reported a position in American Woodmark in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's American Woodmark position peaked at $184K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.