SWA
AMWD

Sutton Wealth Advisors’s American Woodmark AMWD Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-10
Closed -$489 – 842
2022
Q4 		$489 Sell
10
-230
-96% -$11.4K ﹤0.01% 1496
2022
Q3 		$10.5K Buy
240
+230
+2,300% +$11.2K ﹤0.01% 873
2022
Q2 		$450 Sell
10
-310
-97% -$15K ﹤0.01% 1480
2022
Q1 		$15.7K Buy
320
+166
+108% +$9.55K 0.01% 800
2021
Q4 		$10K Buy
+154
New +$10.4K ﹤0.01% 934
2021
Q3 		– Sell
-132
Closed -$10.8K – 1315
2021
Q2 		$10.8K Buy
+132
New +$12.4K ﹤0.01% 892
2021
Q1 		– Sell
-128
Closed -$12K – 1254
2020
Q4 		$12K Buy
+128
New +$11.6K 0.01% 763
2020
Q2 		– Sell
-147
Closed -$6.7K – 1203
2020
Q1 		$6.7K Sell
147
-57
-28% -$5.27K ﹤0.01% 760
2019
Q4 		$21.3K Hold
204
– – 0.01% 581
2019
Q3 		$18.1K Hold
204
– – 0.01% 613
2019
Q2 		$17.3K Buy
+204
New +$17.2K 0.01% 626
2019
Q1 		– Sell
-226
Closed -$12.6K – 1172
2018
Q4 		$12.6K Sell
226
-61
-21% -$3.89K 0.01% 678
2018
Q3 		$22.5K Buy
287
+116
+68% +$9.91K 0.01% 545
2018
Q2 		$15.7K Hold
171
– – 0.01% 687
2018
Q1 		$16.8K Hold
171
– – 0.01% 637
2017
Q4 		$22.3K Hold
171
– – 0.02% 518
2017
Q3 		$16.5K Hold
171
– – 0.01% 604
2017
Q2 		$16.3K Hold
171
– – 0.01% 597
2017
Q1 		$15.7K Hold
171
– – 0.01% 594
2016
Q4 		$12.9K Sell
171
-90
-34% -$6.95K 0.01% 626
2016
Q3 		$21K Buy
+261
New +$20.4K 0.02% 449

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
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

Sutton Wealth Advisors's AMWD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of American Woodmark (AMWD) in Q1 2023, closing a stake of 10 shares — an estimated $489 sold.

Sutton Wealth Advisors first reported a position in AMWD in Q3 2016 and held it in 21 quarters. The position peaked at $22.5K in Q3 2018. 171 funds tracked by Wall St. Rank hold AMWD as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining American Woodmark position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 10 American Woodmark shares in Q1 2023, an estimated $489.
  • Sutton Wealth Advisors first reported a position in American Woodmark in Q3 2016 and held it in 21 quarters.
  • Sutton Wealth Advisors's American Woodmark position peaked at $22.5K in Q3 2018.
  • 171 funds tracked by Wall St. Rank held American Woodmark as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.