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Kore Private Wealth’s A.O. Smith AOS Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-50
Closed -$2K – 317
2020
Q2 		$2K Sell
50
-253
-83% -$11K ﹤0.01% 1027
2020
Q1 		$11K Buy
+303
New +$12.9K ﹤0.01% 673

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 $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Kore Private Wealth's AOS Position: Q3 2020 in Review

Kore Private Wealth sold out of A.O. Smith (AOS) in Q3 2020, closing a stake of 50 shares — an estimated $2K sold.

Kore Private Wealth first reported a position in AOS in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 482 funds tracked by Wall St. Rank hold AOS as of Q3 2020.

  • Kore Private Wealth reported no remaining A.O. Smith position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 50 A.O. Smith shares in Q3 2020, an estimated $2K.
  • Kore Private Wealth first reported a position in A.O. Smith in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's A.O. Smith position peaked at $11K in Q1 2020.
  • 482 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.