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Baron Silver Stevens Financial Advisors’s A.O. Smith AOS Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-21
Closed -$1K – 72
2020
Q4 		$1K Buy
+21
New +$1.16K ﹤0.01% 429

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AOS Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in AOS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 21 A.O. Smith shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in A.O. Smith in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's A.O. Smith position peaked at $1K in Q4 2020.
  • 527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.