First Citizens Bank & Trust’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,789
| Closed | -$551K | – | 406 |
|
|
2017
Q2 | $551K | Buy |
9,789
+1,847
| +23% | +$104K | 0.07% | 221 |
|
|
2017
Q1 | $406K | Sell |
7,942
-18
| -0.2% | -$920 | 0.05% | 279 |
|
|
2016
Q4 | $377K | Sell |
7,960
-3,582
| -31% | -$170K | 0.04% | 275 |
|
|
2016
Q3 | $570K | Buy |
11,542
+156
| +1% | +$7.7K | 0.05% | 219 |
|
|
2016
Q2 | $502K | Buy |
11,386
+112
| +1% | +$4.94K | 0.05% | 268 |
|
|
2016
Q1 | $430K | Buy |
+11,274
| New | +$430K | 0.04% | 301 |
|
|
2013
Q4 | – | Sell |
-15,254
| Closed | -$345K | – | 357 |
|
|
2013
Q3 | $345K | Buy |
+15,254
| New | +$345K | 0.01% | 874 |
|