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Castleview Partners’s A.O. Smith AOS Stock Holding History

Castleview 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
Q2 		$330K Buy
+4,574
New +$316K 0.14% 144

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 $3.37T AUM 44.26% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Castleview Partners's AOS Position: Q2 2021 in Review

Castleview Partners opened a new position in A.O. Smith (AOS) in Q2 2021: 4,574 shares worth $330K. The stake represents 0.14% of the portfolio and ranks #144 among its holdings.

542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • Castleview Partners held 4,574 shares of A.O. Smith worth $330K as of Q2 2021.
  • A.O. Smith was a new Castleview Partners position in Q2 2021.
  • A.O. Smith made up 0.14% of Castleview Partners's portfolio in Q2 2021, its #144 holding.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.