WAM
AMWD

Wealthspire Advisors (Maryland)’s American Woodmark AMWD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,256
Closed -$104K – 531
2019
Q1 		$104K Buy
1,256
+477
+61% +$35.7K 0.01% 627
2018
Q4 		$43K Sell
779
-943
-55% -$60.1K ﹤0.01% 924
2018
Q3 		$135K Buy
1,722
+403
+31% +$34.4K 0.01% 571
2018
Q2 		$121K Buy
1,319
+790
+149% +$72.9K 0.01% 626
2018
Q1 		$52K Buy
529
+112
+27% +$14K ﹤0.01% 960
2017
Q4 		$54K Sell
417
-52
-11% -$5.47K 0.01% 966
2017
Q3 		$45K Sell
469
-281
-37% -$26K ﹤0.01% 1016
2017
Q2 		$72K Sell
750
-37
-5% -$3.4K 0.01% 818
2017
Q1 		$72K Buy
787
+58
+8% +$4.65K 0.01% 695
2016
Q4 		$55K Buy
729
+169
+30% +$13.1K 0.01% 741
2016
Q3 		$45K Buy
+560
New +$43.8K 0.01% 807

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMWD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Woodmark (AMWD) in Q2 2019, closing a stake of 1,256 shares — an estimated $104K sold.

Wealthspire Advisors (Maryland) first reported a position in AMWD in Q3 2016 and held it in 11 quarters. The position peaked at $135K in Q3 2018. 178 funds tracked by Wall St. Rank hold AMWD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining American Woodmark position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,256 American Woodmark shares in Q2 2019, an estimated $104K.
  • Wealthspire Advisors (Maryland) first reported a position in American Woodmark in Q3 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s American Woodmark position peaked at $135K in Q3 2018.
  • 178 funds tracked by Wall St. Rank held American Woodmark as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.