Pinnacle Advisory Group’s A.O. Smith AOS Stock Holding History

Pinnacle Advisory Group’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 Q1	$325K	Hold	4,800	–	–	0.02%	196
2020 Q4	$263K	Hold	4,800	–	–	0.02%	170
2020 Q3	$253K	Hold	4,800	–	–	0.02%	156
2020 Q2	$226K	Buy	+4,800	New	+$210K	0.02%	157
2020 Q1	–	Sell	-4,800	Closed	-$229K	–	151
2019 Q4	$229K	Buy	+4,800	New	+$233K	0.02%	156

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Pinnacle Advisory Group's AOS Position: Q1 2021 in Review

Pinnacle Advisory Group held its A.O. Smith (AOS) position steady in Q1 2021 at 4,800 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #196.

Pinnacle Advisory Group first reported a position in AOS in Q4 2019 and has held it in 5 quarters since. 528 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

Pinnacle Advisory Group held 4,800 shares of A.O. Smith worth $325K as of Q1 2021.
Pinnacle Advisory Group left its A.O. Smith share count unchanged in Q1 2021.
A.O. Smith made up 0.02% of Pinnacle Advisory Group's portfolio in Q1 2021, its #196 holding.
Pinnacle Advisory Group first reported a position in A.O. Smith in Q4 2019 and has held it in 5 quarters since.
528 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.