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

CFM 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
2020
Q3 		– Sell
-1,348
Closed -$63K – 170
2020
Q2 		$63K Sell
1,348
-76
-5% -$3.32K 0.02% 251
2020
Q1 		$54K Hold
1,424
– – 0.03% 263
2019
Q4 		$68K Buy
+1,424
New +$69K 0.03% 251

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 $3.38T AUM 44.17% 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
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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 $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

CFM Wealth Partners's AOS Position: Q3 2020 in Review

CFM Wealth Partners sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 1,348 shares — an estimated $63K sold.

CFM Wealth Partners first reported a position in AOS in Q4 2019 and held it in 3 quarters. The position peaked at $68K in Q4 2019. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • CFM Wealth Partners reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,348 A.O. Smith shares in Q3 2020, an estimated $63K.
  • CFM Wealth Partners first reported a position in A.O. Smith in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's A.O. Smith position peaked at $68K in Q4 2019.
  • 482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.