TFO
AMWD

Tarbox Family Office’s American Woodmark AMWD Stock Holding History

Tarbox Family Office’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
2020
Q2 		– Sell
-11
Closed -$1K – 1156
2020
Q1 		$1K Sell
11
-36
-77% -$3.33K ﹤0.01% 774
2019
Q4 		$5K Hold
47
– – ﹤0.01% 481
2019
Q3 		$4K Hold
47
– – ﹤0.01% 484
2019
Q2 		$4K Buy
+47
New +$3.96K ﹤0.01% 481

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Tarbox Family Office's AMWD Position: Q2 2020 in Review

Tarbox Family Office sold out of American Woodmark (AMWD) in Q2 2020, closing a stake of 11 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in AMWD in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 179 funds tracked by Wall St. Rank hold AMWD as of Q2 2020.

  • Tarbox Family Office reported no remaining American Woodmark position as of Q2 2020 after selling out during the quarter.
  • Tarbox Family Office sold 11 American Woodmark shares in Q2 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in American Woodmark in Q2 2019 and held it in 4 quarters.
  • Tarbox Family Office's American Woodmark position peaked at $5K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held American Woodmark as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.