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IndexIQ Advisors’s A.O. Smith AOS Stock Holding History

IndexIQ 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
2022
Q1 		$140K Sell
2,190
-27
-1% -$1.97K 0.01% 1054
2021
Q4 		$190K Sell
2,217
-100
-4% -$7.62K 0.01% 1038
2021
Q3 		$141K Buy
2,317
+98
+4% +$6.84K ﹤0.01% 1070
2021
Q2 		$160K Buy
2,219
+67
+3% +$4.62K 0.01% 1055
2021
Q1 		$145K Buy
2,152
+298
+16% +$18.1K 0.01% 1046
2020
Q4 		$102K Buy
+1,854
New +$102K ﹤0.01% 1010

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

IndexIQ Advisors's AOS Position: Q1 2022 in Review

IndexIQ Advisors reduced its A.O. Smith (AOS) stake by 1.2% in Q1 2022, selling an estimated $1.97K and leaving 2,190 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #1054.

IndexIQ Advisors first reported a position in AOS in Q4 2020 and has held it in 6 quarters since. The position peaked at $190K in Q4 2021. 588 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • IndexIQ Advisors held 2,190 shares of A.O. Smith worth $140K as of Q1 2022.
  • IndexIQ Advisors sold 27 A.O. Smith shares in Q1 2022, an estimated $1.97K.
  • A.O. Smith made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1054 holding.
  • IndexIQ Advisors first reported a position in A.O. Smith in Q4 2020 and has held it in 6 quarters since.
  • IndexIQ Advisors's A.O. Smith position peaked at $190K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.