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Interchange Capital Partners’s A.O. Smith AOS Stock Holding History

Interchange Capital Partners’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
Q1 		– Sell
-385
Closed -$21K – 272
2020
Q4 		$21K Buy
+385
New +$21.2K 0.01% 609

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WRF
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Mackenzie Financial
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Bessemer Group
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ProShare Advisors
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Interchange Capital Partners's AOS Position: Q1 2021 in Review

Interchange Capital Partners sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 385 shares — an estimated $21K sold.

Interchange Capital Partners first reported a position in AOS in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

  • Interchange Capital Partners reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 385 A.O. Smith shares in Q1 2021, an estimated $21K.
  • Interchange Capital Partners first reported a position in A.O. Smith in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's A.O. Smith position peaked at $21K in Q4 2020.
  • 527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.