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Fortitude Advisory Group’s A.O. Smith AOS Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-107
Closed -$7K – 260
2022
Q1 		$7K Hold
107
– – ﹤0.01% 1091
2021
Q4 		$9K Buy
+107
New +$8.16K ﹤0.01% 1060

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fortitude Advisory Group's AOS Position: Q2 2022 in Review

Fortitude Advisory Group sold out of A.O. Smith (AOS) in Q2 2022, closing a stake of 107 shares — an estimated $7K sold.

Fortitude Advisory Group first reported a position in AOS in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q2 2022.

  • Fortitude Advisory Group reported no remaining A.O. Smith position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 107 A.O. Smith shares in Q2 2022, an estimated $7K.
  • Fortitude Advisory Group first reported a position in A.O. Smith in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's A.O. Smith position peaked at $9K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.