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

IBEX 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
2021 Q3	–	Sell	-2,787	Closed	-$201K	–	434
2021 Q2	$201K	Buy	+2,787	New	+$192K	0.04%	174

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

IBEX Wealth Advisors's AOS Position: Q3 2021 in Review

IBEX Wealth Advisors sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 2,787 shares — an estimated $201K sold.

IBEX Wealth Advisors first reported a position in AOS in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 531 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

IBEX Wealth Advisors reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 2,787 A.O. Smith shares in Q3 2021, an estimated $201K.
IBEX Wealth Advisors first reported a position in A.O. Smith in Q2 2021 and held it in 1 quarter.
IBEX Wealth Advisors's A.O. Smith position peaked at $201K in Q2 2021.
531 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on IBEX Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.