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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
2022
Q1 		– Sell
-14,508
Closed -$169 – 722
2021
Q4 		$169 Buy
+14,508
New +$1.11M ﹤0.01% 710
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 $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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Castleview Partners's AOS Position: Q1 2022 in Review

Castleview Partners sold out of A.O. Smith (AOS) in Q1 2022, closing a stake of 14,508 shares — an estimated $169 sold.

Castleview Partners first reported a position in AOS in Q2 2021 and held it in 2 quarters. The position peaked at $330K in Q2 2021. 588 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • Castleview Partners reported no remaining A.O. Smith position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 14,508 A.O. Smith shares in Q1 2022, an estimated $169.
  • Castleview Partners first reported a position in A.O. Smith in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's A.O. Smith position peaked at $330K in Q2 2021.
  • 588 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.