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Paces Ferry Wealth Advisors’s A.O. Smith AOS Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-259
Closed -$14K – 169
2020
Q3 		$14K Buy
+259
New +$12.9K 0.01% 388

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 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 $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Paces Ferry Wealth Advisors's AOS Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2020, closing a stake of 259 shares — an estimated $14K sold.

Paces Ferry Wealth Advisors first reported a position in AOS in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 516 funds tracked by Wall St. Rank hold AOS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining A.O. Smith position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 259 A.O. Smith shares in Q4 2020, an estimated $14K.
  • Paces Ferry Wealth Advisors first reported a position in A.O. Smith in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's A.O. Smith position peaked at $14K in Q3 2020.
  • 516 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.