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

Doyle Wealth Management’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
2019 Q3	–	Sell	-52	Closed	-$2K	–	234
2019 Q2	$2K	Buy	+52	New	+$2.55K	﹤0.01%	783
2019 Q1	–	Sell	-52	Closed	-$2K	–	225
2018 Q4	$2K	Buy	+52	New	+$2.39K	﹤0.01%	786

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMU

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Doyle Wealth Management's AOS Position: Q3 2019 in Review

Doyle Wealth Management sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 52 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in AOS in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

Doyle Wealth Management reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 52 A.O. Smith shares in Q3 2019, an estimated $2K.
Doyle Wealth Management first reported a position in A.O. Smith in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's A.O. Smith position peaked at $2K in Q2 2019.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.