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Gerber Kawasaki Wealth & Investment Management’s A.O. Smith AOS Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-83
Closed -$5K – 322
2021
Q3 		$5K Buy
+83
New +$5.8K ﹤0.01% 750

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
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 $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gerber Kawasaki Wealth & Investment Management's AOS Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of A.O. Smith (AOS) in Q4 2021, closing a stake of 83 shares — an estimated $5K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in AOS in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 581 funds tracked by Wall St. Rank hold AOS as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining A.O. Smith position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 83 A.O. Smith shares in Q4 2021, an estimated $5K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in A.O. Smith in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's A.O. Smith position peaked at $5K in Q3 2021.
  • 581 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.