Fortis Advisors’s A.O. Smith AOS Stock Holding History

Fortis 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 Q4	–	Sell	-1,328	Closed	-$81K	–	258
2021 Q3	$81K	Hold	1,328	–	–	0.05%	157
2021 Q2	$96K	Hold	1,328	–	–	0.06%	149
2021 Q1	$90K	Buy	+1,328	New	+$80.8K	0.06%	111

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fortis Advisors's AOS Position: Q4 2021 in Review

Fortis Advisors sold out of A.O. Smith (AOS) in Q4 2021, closing a stake of 1,328 shares — an estimated $81K sold.

Fortis Advisors first reported a position in AOS in Q1 2021 and held it in 3 quarters. The position peaked at $96K in Q2 2021. 580 funds tracked by Wall St. Rank hold AOS as of Q4 2021.

Fortis Advisors reported no remaining A.O. Smith position as of Q4 2021 after selling out during the quarter.
Fortis Advisors sold 1,328 A.O. Smith shares in Q4 2021, an estimated $81K.
Fortis Advisors first reported a position in A.O. Smith in Q1 2021 and held it in 3 quarters.
Fortis Advisors's A.O. Smith position peaked at $96K in Q2 2021.
580 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2021.

Based on Fortis Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.