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Freestone Capital Holdings’s A.O. Smith AOS Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-325
Closed -$17.8K – 427
2020
Q4 		$17.8K Buy
325
+20
+7% +$1.1K ﹤0.01% 753
2020
Q3 		$16.1K Buy
+305
New +$15.2K ﹤0.01% 671

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Freestone Capital Holdings's AOS Position: Q1 2021 in Review

Freestone Capital Holdings sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 325 shares — an estimated $17.8K sold.

Freestone Capital Holdings first reported a position in AOS in Q3 2020 and held it in 2 quarters. The position peaked at $17.8K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

  • Freestone Capital Holdings reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 325 A.O. Smith shares in Q1 2021, an estimated $17.8K.
  • Freestone Capital Holdings first reported a position in A.O. Smith in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's A.O. Smith position peaked at $17.8K in Q4 2020.
  • 527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.