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

JOYN 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
2019
Q1 		– Sell
-1,206
Closed -$51K – 192
2018
Q4 		$51K Buy
1,206
+75
+7% +$3.45K 0.01% 329
2018
Q3 		$60K Sell
1,131
-48
-4% -$2.82K 0.01% 349
2018
Q2 		$70K Sell
1,179
-493
-29% -$31.1K 0.02% 309
2018
Q1 		$106K Buy
+1,672
New +$108K 0.02% 251

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.55B AUM 50.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's AOS Position: Q1 2019 in Review

JOYN Advisors sold out of A.O. Smith (AOS) in Q1 2019, closing a stake of 1,206 shares — an estimated $51K sold.

JOYN Advisors first reported a position in AOS in Q1 2018 and held it in 4 quarters. The position peaked at $106K in Q1 2018. 520 funds tracked by Wall St. Rank hold AOS as of Q1 2019.

  • JOYN Advisors reported no remaining A.O. Smith position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 1,206 A.O. Smith shares in Q1 2019, an estimated $51K.
  • JOYN Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's A.O. Smith position peaked at $106K in Q1 2018.
  • 520 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.