RIA
AMWD

Realta Investment Advisors’s American Woodmark AMWD Stock Holding History

Realta Investment 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
2019
Q2 		– Sell
-100
Closed -$8K – 1702
2019
Q1 		$8K Buy
+100
New +$7.48K ﹤0.01% 950

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Realta Investment Advisors's AMWD Position: Q2 2019 in Review

Realta Investment Advisors sold out of American Woodmark (AMWD) in Q2 2019, closing a stake of 100 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in AMWD in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 178 funds tracked by Wall St. Rank hold AMWD as of Q2 2019.

  • Realta Investment Advisors reported no remaining American Woodmark position as of Q2 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 100 American Woodmark shares in Q2 2019, an estimated $8K.
  • Realta Investment Advisors first reported a position in American Woodmark in Q1 2019 and held it in 1 quarter.
  • Realta Investment Advisors's American Woodmark position peaked at $8K in Q1 2019.
  • 178 funds tracked by Wall St. Rank held American Woodmark as of Q2 2019.

Based on Realta Investment Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.