WWMSC
AMWD

Wagner Wealth Management (South Carolina)’s American Woodmark AMWD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$1K Hold
9
– – ﹤0.01% 587
2018
Q2 		$1K Hold
9
– – ﹤0.01% 544
2018
Q1 		$1K Buy
+9
New +$1.13K ﹤0.01% 505
2017
Q4 		– Hold
0
– – – 583

Other funds holding AMWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 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 $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s AMWD Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its American Woodmark (AMWD) position steady in Q3 2018 at 9 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Wagner Wealth Management (South Carolina) first reported a position in AMWD in Q1 2018 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold AMWD as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 9 shares of American Woodmark worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its American Woodmark share count unchanged in Q3 2018.
  • American Woodmark made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #587 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in American Woodmark in Q1 2018 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held American Woodmark as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.