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Buckingham Strategic Wealth’s A.O. Smith AOS Stock Holding History

Buckingham Strategic Wealth’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
2020
Q4 		– Sell
-5,715
Closed -$302K – 534
2020
Q3 		$302K Buy
+5,715
New +$285K 0.02% 366

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Buckingham Strategic Wealth's AOS Position: Q4 2020 in Review

Buckingham Strategic Wealth sold out of A.O. Smith (AOS) in Q4 2020, closing a stake of 5,715 shares — an estimated $302K sold.

Buckingham Strategic Wealth first reported a position in AOS in Q3 2020 and held it in 1 quarter. The position peaked at $302K in Q3 2020. 516 funds tracked by Wall St. Rank hold AOS as of Q4 2020.

  • Buckingham Strategic Wealth reported no remaining A.O. Smith position as of Q4 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 5,715 A.O. Smith shares in Q4 2020, an estimated $302K.
  • Buckingham Strategic Wealth first reported a position in A.O. Smith in Q3 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's A.O. Smith position peaked at $302K in Q3 2020.
  • 516 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2020, filed 16 Feb 2021.