Atlas Private Wealth Advisors’s A.O. Smith AOS Stock Holding History

Atlas Private Wealth Advisors’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 Q2	–	Sell	-34	Closed	-$2K	–	777
2021 Q1	$2K	Buy	34 +12	+55%	+$730	﹤0.01%	723
2020 Q4	$1K	Buy	+22	New	+$1.21K	﹤0.01%	685

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

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

Atlas Private Wealth Advisors's AOS Position: Q2 2021 in Review

Atlas Private Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 34 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in AOS in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 541 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

Atlas Private Wealth Advisors reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 34 A.O. Smith shares in Q2 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in A.O. Smith in Q4 2020 and held it in 2 quarters.
Atlas Private Wealth Advisors's A.O. Smith position peaked at $2K in Q1 2021.
541 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.