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First Allied Advisory Services’s A.O. Smith AOS Stock Holding History

First Allied Advisory Services’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
Q3 		$212K Buy
+4,012
New +$200K 0.01% 1044
2020
Q1 		– Sell
-4,845
Closed -$230K – 1069
2019
Q4 		$230K Buy
4,845
+207
+4% +$10K 0.01% 1051
2019
Q3 		$220K Buy
4,638
+69
+2% +$3.19K 0.01% 1054
2019
Q2 		$215K Buy
+4,569
New +$224K 0.01% 1056

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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