Destination Wealth Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-12
Closed -$1K – 514
2018
Q3
$1K Buy
+12
New +$705 ﹤0.01% 609

Other funds holding AOS

Destination Wealth Management's AOS Position: Q4 2018 in Review

Destination Wealth Management sold out of A.O. Smith (AOS) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in AOS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 494 funds tracked by Wall St. Rank hold AOS as of Q4 2018.

  • Destination Wealth Management reported no remaining A.O. Smith position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 12 A.O. Smith shares in Q4 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in A.O. Smith in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's A.O. Smith position peaked at $1K in Q3 2018.
  • 494 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.