First Personal Financial Services’s A.O. Smith AOS Stock Holding History

First Personal Financial 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
2019 Q3	–	Sell	-10	Closed	–	–	549
2019 Q2	$0	Buy	+10	New	+$490	﹤0.01%	787
2018 Q2	–	Sell	-405	Closed	-$26K	–	667
2018 Q1	$26K	Sell	405 -221	-35%	-$14.3K	0.01%	575
2017 Q4	$38K	Buy	626 +45	+8%	+$2.73K	0.01%	530
2017 Q3	$35K	Hold	581	–	–	0.01%	487
2017 Q2	$33K	Buy	581 +15	+3%	+$810	0.01%	489
2017 Q1	$29K	Hold	566	–	–	0.01%	499
2016 Q4	$27K	Buy	566 +26	+5%	+$1.25K	0.01%	485
2016 Q3	$27K	Buy	540 +30	+6%	+$1.4K	0.01%	381
2016 Q2	$22K	Buy	+510	New	+$20.6K	0.01%	403

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

First Personal Financial Services's AOS Position: Q3 2019 in Review

First Personal Financial Services sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 10 shares.

First Personal Financial Services first reported a position in AOS in Q2 2016 and held it in 9 quarters. The position peaked at $38K in Q4 2017. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

First Personal Financial Services reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 10 A.O. Smith shares in Q3 2019.
First Personal Financial Services first reported a position in A.O. Smith in Q2 2016 and held it in 9 quarters.
First Personal Financial Services's A.O. Smith position peaked at $38K in Q4 2017.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.