SWM
AMWD

Spire Wealth Management’s American Woodmark AMWD Stock Holding History

Spire 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
2022
Q3 		– Sell
-200
Closed -$9K – 2181
2022
Q2 		$9K Hold
200
– – ﹤0.01% 1938
2022
Q1 		$10K Hold
200
– – ﹤0.01% 2019
2021
Q4 		$13K Hold
200
– – ﹤0.01% 2264
2021
Q3 		$13K Buy
+200
New +$14.7K ﹤0.01% 1996

Other funds holding AMWD

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CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Spire Wealth Management's AMWD Position: Q3 2022 in Review

Spire Wealth Management sold out of American Woodmark (AMWD) in Q3 2022, closing a stake of 200 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in AMWD in Q3 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 162 funds tracked by Wall St. Rank hold AMWD as of Q3 2022.

  • Spire Wealth Management reported no remaining American Woodmark position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 200 American Woodmark shares in Q3 2022, an estimated $9K.
  • Spire Wealth Management first reported a position in American Woodmark in Q3 2021 and held it in 4 quarters.
  • Spire Wealth Management's American Woodmark position peaked at $13K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held American Woodmark as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.