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

BSW 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
2021 Q3	–	Sell	-2,971	Closed	-$214K	–	249
2021 Q2	$214K	Buy	+2,971	New	+$205K	0.06%	227

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

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

BSW Wealth Partners's AOS Position: Q3 2021 in Review

BSW Wealth Partners sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 2,971 shares — an estimated $214K sold.

BSW Wealth Partners first reported a position in AOS in Q2 2021 and held it in 1 quarter. The position peaked at $214K in Q2 2021. 531 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

BSW Wealth Partners reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
BSW Wealth Partners sold 2,971 A.O. Smith shares in Q3 2021, an estimated $214K.
BSW Wealth Partners first reported a position in A.O. Smith in Q2 2021 and held it in 1 quarter.
BSW Wealth Partners's A.O. Smith position peaked at $214K in Q2 2021.
531 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on BSW Wealth Partners's 13F filing for Q3 2021, filed 15 Nov 2021.