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Heritage Wealth Advisors’s A.O. Smith AOS Stock Holding History

Heritage Wealth 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
2019
Q2 		– Sell
-348
Closed -$18.6K – 449
2019
Q1 		$18.6K Hold
348
– – ﹤0.01% 313
2018
Q4 		$14K Hold
348
– – ﹤0.01% 282
2018
Q3 		$18K Buy
+348
New +$20.4K ﹤0.01% 267

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Advisors's AOS Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 348 shares — an estimated $18.6K sold.

Heritage Wealth Advisors first reported a position in AOS in Q3 2018 and held it in 3 quarters. The position peaked at $18.6K in Q1 2019. 479 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

  • Heritage Wealth Advisors reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 348 A.O. Smith shares in Q2 2019, an estimated $18.6K.
  • Heritage Wealth Advisors first reported a position in A.O. Smith in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's A.O. Smith position peaked at $18.6K in Q1 2019.
  • 479 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.