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Braun-Bostich & Associates’s A.O. Smith AOS Stock Holding History

Braun-Bostich & Associates’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
Q3 		– Sell
-3,132
Closed -$226K – 66
2021
Q2 		$226K Buy
3,132
+44
+1% +$3.04K 0.41% 60
2021
Q1 		$209K Buy
+3,088
New +$188K 0.4% 61

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Braun-Bostich & Associates's AOS Position: Q3 2021 in Review

Braun-Bostich & Associates sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 3,132 shares — an estimated $226K sold.

Braun-Bostich & Associates first reported a position in AOS in Q1 2021 and held it in 2 quarters. The position peaked at $226K in Q2 2021. 531 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

  • Braun-Bostich & Associates reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
  • Braun-Bostich & Associates sold 3,132 A.O. Smith shares in Q3 2021, an estimated $226K.
  • Braun-Bostich & Associates first reported a position in A.O. Smith in Q1 2021 and held it in 2 quarters.
  • Braun-Bostich & Associates's A.O. Smith position peaked at $226K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on Braun-Bostich & Associates's 13F filing for Q3 2021, filed 16 Nov 2021.