SWP
AMWD

Stratos Wealth Partners’s American Woodmark AMWD Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-7,412
Closed -$589K – 1366
2024
Q4 		$589K Sell
7,412
-1,599
-18% -$146K 0.01% 867
2024
Q3 		$842K Buy
9,011
+5,956
+195% +$536K 0.01% 750
2024
Q2 		$240K Sell
3,055
-60
-2% -$5.42K ﹤0.01% 1187
2024
Q1 		$317K Buy
3,115
+57
+2% +$5.37K 0.01% 1077
2023
Q4 		$284K Buy
+3,058
New +$238K 0.01% 1106

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Stratos Wealth Partners's AMWD Position: Q1 2025 in Review

Stratos Wealth Partners sold out of American Woodmark (AMWD) in Q1 2025, closing a stake of 7,412 shares — an estimated $589K sold.

Stratos Wealth Partners first reported a position in AMWD in Q4 2023 and held it in 5 quarters. The position peaked at $842K in Q3 2024. 202 funds tracked by Wall St. Rank hold AMWD as of Q1 2025.

  • Stratos Wealth Partners reported no remaining American Woodmark position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,412 American Woodmark shares in Q1 2025, an estimated $589K.
  • Stratos Wealth Partners first reported a position in American Woodmark in Q4 2023 and held it in 5 quarters.
  • Stratos Wealth Partners's American Woodmark position peaked at $842K in Q3 2024.
  • 202 funds tracked by Wall St. Rank held American Woodmark as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.