PFO
AMWD

Pathstone Family Office’s American Woodmark AMWD Stock Holding History

Pathstone Family Office’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
2020
Q4 		– Sell
-1,270
Closed -$99K – 1153
2020
Q3 		$99K Buy
+1,270
New +$104K 0.01% 285
2019
Q2 		– Sell
-28
Closed -$2K – 641
2019
Q1 		$2K Buy
+28
New +$2.09K ﹤0.01% 745

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Pathstone Family Office's AMWD Position: Q4 2020 in Review

Pathstone Family Office sold out of American Woodmark (AMWD) in Q4 2020, closing a stake of 1,270 shares — an estimated $99K sold.

Pathstone Family Office first reported a position in AMWD in Q1 2019 and held it in 2 quarters. The position peaked at $99K in Q3 2020. 194 funds tracked by Wall St. Rank hold AMWD as of Q4 2020.

  • Pathstone Family Office reported no remaining American Woodmark position as of Q4 2020 after selling out during the quarter.
  • Pathstone Family Office sold 1,270 American Woodmark shares in Q4 2020, an estimated $99K.
  • Pathstone Family Office first reported a position in American Woodmark in Q1 2019 and held it in 2 quarters.
  • Pathstone Family Office's American Woodmark position peaked at $99K in Q3 2020.
  • 194 funds tracked by Wall St. Rank held American Woodmark as of Q4 2020.

Based on Pathstone Family Office's 13F filing for Q4 2020, filed 16 Feb 2021.