WWP
AMWD

WR Wealth Planners’s American Woodmark AMWD Stock Holding History

WR Wealth Planners’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
2024
Q4 		$239 Sell
3
-3
-50% -$274 ﹤0.01% 1060
2024
Q3 		$561 Buy
6
+3
+100% +$270 ﹤0.01% 1022
2024
Q2 		$236 Hold
3
– – ﹤0.01% 1101
2024
Q1 		$305 Buy
+3
New +$283 ﹤0.01% 1112

Other funds holding AMWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

WR Wealth Planners's AMWD Position: Q4 2024 in Review

WR Wealth Planners reduced its American Woodmark (AMWD) stake by 50% in Q4 2024, selling an estimated $274 and leaving 3 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

WR Wealth Planners first reported a position in AMWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $561 in Q3 2024. 221 funds tracked by Wall St. Rank hold AMWD as of Q4 2024.

  • WR Wealth Planners held 3 shares of American Woodmark worth $239 as of Q4 2024.
  • WR Wealth Planners sold 3 American Woodmark shares in Q4 2024, an estimated $274.
  • American Woodmark made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1060 holding.
  • WR Wealth Planners first reported a position in American Woodmark in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's American Woodmark position peaked at $561 in Q3 2024.
  • 221 funds tracked by Wall St. Rank held American Woodmark as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.