YWP
AMWD

YorkBridge Wealth Partners’s American Woodmark AMWD Stock Holding History

YorkBridge Wealth Partners’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 		– Sell
-33
Closed -$3K – 750
2018
Q2 		$3K Hold
33
– – ﹤0.01% 721
2018
Q1 		$3K Hold
33
– – ﹤0.01% 710
2017
Q4 		$4K Buy
33
+8
+32% +$841 ﹤0.01% 716
2017
Q3 		$2K Hold
25
– – ﹤0.01% 767
2017
Q2 		$2K Hold
25
– – ﹤0.01% 763
2017
Q1 		$2K Hold
25
– – ﹤0.01% 747
2016
Q4 		$2K Buy
+25
New +$1.93K ﹤0.01% 740

Other funds holding AMWD

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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
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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

YorkBridge Wealth Partners's AMWD Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of American Woodmark (AMWD) in Q3 2018, closing a stake of 33 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in AMWD in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q4 2017. 174 funds tracked by Wall St. Rank hold AMWD as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining American Woodmark position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 33 American Woodmark shares in Q3 2018, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in American Woodmark in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's American Woodmark position peaked at $4K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held American Woodmark as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.