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Golden State Wealth Management’s A.O. Smith AOS Stock Holding History

Golden State Wealth 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
2022
Q1 		$1.07M Hold
16,796
– – 0.21% 96
2021
Q4 		$1.44M Sell
16,796
-399
-2% -$30.4K 0.25% 79
2021
Q3 		$1.05M Buy
17,195
+219
+1% +$15.3K 0.23% 82
2021
Q2 		$1.22M Buy
+16,976
New +$1.17M 0.27% 76

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Golden State Wealth Management's AOS Position: Q1 2022 in Review

Golden State Wealth Management held its A.O. Smith (AOS) position steady in Q1 2022 at 16,796 shares worth $1.07M. The position accounts for 0.21% of the portfolio, ranked #96.

Golden State Wealth Management first reported a position in AOS in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.44M in Q4 2021. 588 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • Golden State Wealth Management held 16,796 shares of A.O. Smith worth $1.07M as of Q1 2022.
  • Golden State Wealth Management left its A.O. Smith share count unchanged in Q1 2022.
  • A.O. Smith made up 0.21% of Golden State Wealth Management's portfolio in Q1 2022, its #96 holding.
  • Golden State Wealth Management first reported a position in A.O. Smith in Q2 2021 and has held it in 4 quarters since.
  • Golden State Wealth Management's A.O. Smith position peaked at $1.44M in Q4 2021.
  • 588 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.