CSat Investment Advisory’s A.O. Smith AOS Stock Holding History

CSat Investment Advisory’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 Q1	$99K	Buy	1,464 +109	+8%	+$6.63K	0.08%	87
2020 Q4	$74K	Sell	1,355 -775	-36%	-$42.7K	0.07%	105
2020 Q3	$113K	Buy	2,130 +149	+8%	+$7.44K	0.01%	412
2020 Q2	$94K	Buy	1,981 +220	+12%	+$9.61K	0.01%	493
2020 Q1	$67K	Buy	1,761 +184	+12%	+$7.84K	0.01%	447
2019 Q4	$75K	Buy	1,577 +319	+25%	+$15.5K	0.02%	446
2019 Q3	$60K	Sell	1,258 -60	-5%	-$2.77K	0.02%	441
2019 Q2	$63K	Buy	1,318 +530	+67%	+$26K	0.02%	395
2019 Q1	$42K	Sell	788 -218	-22%	-$10.8K	0.02%	177
2018 Q4	$43K	Buy	1,006 +589	+141%	+$27.1K	0.03%	164
2018 Q3	$22K	Buy	417 +134	+47%	+$7.87K	0.01%	206
2018 Q2	$17K	Buy	+283	New	+$17.8K	0.01%	226

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

CSat Investment Advisory's AOS Position: Q1 2021 in Review

CSat Investment Advisory increased its A.O. Smith (AOS) stake by 8% in Q1 2021, buying an estimated $6.63K and bringing the position to 1,464 shares worth $99K. The position accounts for 0.08% of the portfolio, ranked #87.

CSat Investment Advisory first reported a position in AOS in Q2 2018 and has held it in 12 quarters since. The position peaked at $113K in Q3 2020. 528 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

CSat Investment Advisory held 1,464 shares of A.O. Smith worth $99K as of Q1 2021.
CSat Investment Advisory bought 109 A.O. Smith shares in Q1 2021, an estimated $6.63K.
A.O. Smith made up 0.08% of CSat Investment Advisory's portfolio in Q1 2021, its #87 holding.
CSat Investment Advisory first reported a position in A.O. Smith in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's A.O. Smith position peaked at $113K in Q3 2020.
528 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.