Baldwin Wealth Partners’s A.O. Smith AOS Stock Holding History

Baldwin Wealth Partners’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
2018 Q1	–	Sell	-9,752	Closed	-$598K	–	486
2017 Q4	$598K	Buy	9,752 +120	+1%	+$7.28K	0.09%	113
2017 Q3	$572K	Buy	9,632 +270	+3%	+$15.1K	0.09%	113
2017 Q2	$527K	Hold	9,362	–	–	0.08%	118
2017 Q1	$479K	Sell	9,362 -500	-5%	-$24.8K	0.08%	129
2016 Q4	$467K	Hold	9,862	–	–	0.08%	123
2016 Q3	$487K	Sell	9,862 -410	-4%	-$19.2K	0.09%	125
2016 Q2	$453K	Sell	10,272 -31,240	-75%	-$1.26M	0.09%	122
2016 Q1	$1.58M	Buy	41,512 +6,084	+17%	+$213K	0.28%	79
2015 Q4	$1.36M	Buy	35,428 +1,610	+5%	+$60.7K	0.22%	95
2015 Q3	$1.1M	Sell	33,818 -52	-0.2%	-$1.78K	0.19%	112
2015 Q2	$1.22M	Buy	33,870 +31,440	+1,294%	+$1.08M	0.18%	117
2015 Q1	$80K	Buy	+2,430	New	+$73.9K	0.01%	243
2014 Q2	–	Sell	-31,210	Closed	-$718K	–	248
2014 Q1	$718K	Buy	31,210 +560	+2%	+$13.6K	0.12%	157
2013 Q4	$827K	Buy	+30,650	New	+$785K	0.13%	148

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

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