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Independent Financial Group’s A.O. Smith AOS Stock Holding History

Independent Financial Group’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
2020
Q2 		– Sell
-5,508
Closed -$208K – 479
2020
Q1 		$208K Buy
+5,508
New +$235K 0.06% 330

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Independent Financial Group's AOS Position: Q2 2020 in Review

Independent Financial Group sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 5,508 shares — an estimated $208K sold.

Independent Financial Group first reported a position in AOS in Q1 2020 and held it in 1 quarter. The position peaked at $208K in Q1 2020. 476 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

  • Independent Financial Group reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
  • Independent Financial Group sold 5,508 A.O. Smith shares in Q2 2020, an estimated $208K.
  • Independent Financial Group first reported a position in A.O. Smith in Q1 2020 and held it in 1 quarter.
  • Independent Financial Group's A.O. Smith position peaked at $208K in Q1 2020.
  • 476 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Independent Financial Group's 13F filing for Q2 2020, filed 15 Jun 2026.