Altus Wealth Group’s A.O. Smith AOS Stock Holding History

Altus Wealth Group’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-134	Closed	-$7K	–	197
2020 Q4	$7K	Buy	+134	New	+$7.39K	0.01%	584

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Altus Wealth Group's AOS Position: Q1 2021 in Review

Altus Wealth Group sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 134 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in AOS in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

Altus Wealth Group reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 134 A.O. Smith shares in Q1 2021, an estimated $7K.
Altus Wealth Group first reported a position in A.O. Smith in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's A.O. Smith position peaked at $7K in Q4 2020.
527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.