SWM
AMWD

Salvus Wealth Management’s American Woodmark AMWD Stock Holding History

Salvus 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
2023
Q4 		– Sell
-7,288
Closed -$551K – 109
2023
Q3 		$551K Buy
7,288
+23
+0.3% +$1.73K 0.44% 70
2023
Q2 		$555K Buy
7,265
+202
+3% +$11.7K 0.43% 63
2023
Q1 		$368K Sell
7,063
-1,174
-14% -$63.5K 0.3% 85
2022
Q4 		$402K Sell
8,237
-600
-7% -$29.8K 0.37% 72
2022
Q3 		$388K Buy
8,837
+15
+0.2% +$731 0.37% 70
2022
Q2 		$397K Sell
8,822
-73
-0.8% -$3.53K 0.36% 71
2022
Q1 		$435K Buy
8,895
+397
+5% +$22.8K 0.33% 71
2021
Q4 		$554K Buy
8,498
+302
+4% +$20.4K 0.4% 57
2021
Q3 		$536K Buy
8,196
+438
+6% +$32.2K 0.44% 54
2021
Q2 		$632K Buy
7,758
+184
+2% +$17.2K 0.53% 43
2021
Q1 		$760K Buy
7,574
+499
+7% +$48K 0.71% 34
2020
Q4 		$692K Buy
+7,075
New +$643K 0.75% 33

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return

Salvus Wealth Management's AMWD Position: Q4 2023 in Review

Salvus Wealth Management sold out of American Woodmark (AMWD) in Q4 2023, closing a stake of 7,288 shares — an estimated $551K sold.

Salvus Wealth Management first reported a position in AMWD in Q4 2020 and held it in 12 quarters. The position peaked at $760K in Q1 2021. 216 funds tracked by Wall St. Rank hold AMWD as of Q4 2023.

  • Salvus Wealth Management reported no remaining American Woodmark position as of Q4 2023 after selling out during the quarter.
  • Salvus Wealth Management sold 7,288 American Woodmark shares in Q4 2023, an estimated $551K.
  • Salvus Wealth Management first reported a position in American Woodmark in Q4 2020 and held it in 12 quarters.
  • Salvus Wealth Management's American Woodmark position peaked at $760K in Q1 2021.
  • 216 funds tracked by Wall St. Rank held American Woodmark as of Q4 2023.

Based on Salvus Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.