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

EPG 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
2020 Q2	–	Sell	-541	Closed	-$20K	–	174
2020 Q1	$20K	Sell	541 -2,127	-80%	-$90.6K	0.01%	396
2019 Q4	$127K	Buy	+2,668	New	+$129K	0.09%	132

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 $3.37T AUM 44.26% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

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

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

PAMU

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

EPG Wealth Management's AOS Position: Q2 2020 in Review

EPG Wealth Management sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 541 shares — an estimated $20K sold.

EPG Wealth Management first reported a position in AOS in Q4 2019 and held it in 2 quarters. The position peaked at $127K in Q4 2019. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

EPG Wealth Management reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 541 A.O. Smith shares in Q2 2020, an estimated $20K.
EPG Wealth Management first reported a position in A.O. Smith in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's A.O. Smith position peaked at $127K in Q4 2019.
476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.