SSWM
AMWD

Sheets Smith Wealth Management’s American Woodmark AMWD Stock Holding History

Sheets Smith 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
2017
Q3 		– Sell
-4,082
Closed -$390K – 304
2017
Q2 		$390K Sell
4,082
-162
-4% -$14.9K 0.1% 194
2017
Q1 		$390K Buy
+4,244
New +$340K 0.1% 199
2016
Q1 		– Sell
-20,130
Closed -$1.61M – 239
2015
Q4 		$1.61M Buy
20,130
+35
+0.2% +$2.64K 0.49% 59
2015
Q3 		$1.3M Sell
20,095
-101
-0.5% -$6.38K 0.44% 69
2015
Q2 		$1.11M Sell
20,196
-117
-0.6% -$6.23K 0.3% 101
2015
Q1 		$1.11M Sell
20,313
-292
-1% -$13.4K 0.31% 99
2014
Q4 		$833K Buy
+20,605
New +$811K 0.22% 141
2014
Q1 		– Sell
-8,002
Closed -$316K – 248
2013
Q4 		$316K Buy
8,002
+137
+2% +$4.75K 0.09% 207
2013
Q3 		$273K Sell
7,865
-2,842
-27% -$102K 0.09% 201
2013
Q2 		$372K Buy
+10,707
New +$366K 0.13% 187

Other funds holding AMWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return