VWM
AMWD

Venturi Wealth Management’s American Woodmark AMWD Stock Holding History

Venturi 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
2025
Q1 		– Sell
-70
Closed -$5.57K – 624
2024
Q4 		$5.57K Buy
+70
New +$6.41K ﹤0.01% 1620

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

Venturi Wealth Management's AMWD Position: Q1 2025 in Review

Venturi Wealth Management sold out of American Woodmark (AMWD) in Q1 2025, closing a stake of 70 shares — an estimated $5.57K sold.

Venturi Wealth Management first reported a position in AMWD in Q4 2024 and held it in 1 quarter. The position peaked at $5.57K in Q4 2024. 202 funds tracked by Wall St. Rank hold AMWD as of Q1 2025.

  • Venturi Wealth Management reported no remaining American Woodmark position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 70 American Woodmark shares in Q1 2025, an estimated $5.57K.
  • Venturi Wealth Management first reported a position in American Woodmark in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's American Woodmark position peaked at $5.57K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held American Woodmark as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.