IF
AOS icon

Ironwood Financial’s A.O. Smith AOS Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-5
Closed – – 144
2021
Q3 		$0 Hold
5
– – ﹤0.01% 564
2021
Q2 		$0 Buy
5
+2
+67% +$138 ﹤0.01% 552
2021
Q1 		$0 Hold
3
– – ﹤0.01% 535
2020
Q4 		$0 Hold
3
– – ﹤0.01% 482
2020
Q3 		$0 Hold
3
– – ﹤0.01% 432
2020
Q2 		$0 Buy
+3
New +$131 ﹤0.01% 403

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ironwood Financial's AOS Position: Q4 2021 in Review

Ironwood Financial sold out of A.O. Smith (AOS) in Q4 2021, closing a stake of 5 shares.

Ironwood Financial first reported a position in AOS in Q2 2020 and held it in 6 quarters. The position peaked at $0 in Q3 2021. 580 funds tracked by Wall St. Rank hold AOS as of Q4 2021.

  • Ironwood Financial reported no remaining A.O. Smith position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 5 A.O. Smith shares in Q4 2021.
  • Ironwood Financial first reported a position in A.O. Smith in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's A.O. Smith position peaked at $0 in Q3 2021.
  • 580 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.