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Parisi Gray Wealth Management’s A.O. Smith AOS Stock Holding History

Parisi Gray Wealth Management’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
Q3 		– Sell
-1,148
Closed -$83K – 156
2021
Q2 		$83K Buy
+1,148
New +$79.2K 0.03% 233

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Parisi Gray Wealth Management's AOS Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 1,148 shares — an estimated $83K sold.

Parisi Gray Wealth Management first reported a position in AOS in Q2 2021 and held it in 1 quarter. The position peaked at $83K in Q2 2021. 531 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

  • Parisi Gray Wealth Management reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 1,148 A.O. Smith shares in Q3 2021, an estimated $83K.
  • Parisi Gray Wealth Management first reported a position in A.O. Smith in Q2 2021 and held it in 1 quarter.
  • Parisi Gray Wealth Management's A.O. Smith position peaked at $83K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.