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Evolution Wealth Advisors’s A.O. Smith AOS Stock Holding History

Evolution Wealth Advisors’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
Q2 		– Sell
-92
Closed -$6K – 629
2021
Q1 		$6K Buy
+92
New +$5.59K ﹤0.01% 493
2020
Q1 		– Sell
-36
Closed -$2K – 327
2019
Q4 		$2K Buy
+36
New +$1.75K ﹤0.01% 551

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 $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Evolution Wealth Advisors's AOS Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 92 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in AOS in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 92 A.O. Smith shares in Q2 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in A.O. Smith in Q4 2019 and held it in 2 quarters.
  • Evolution Wealth Advisors's A.O. Smith position peaked at $6K in Q1 2021.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.