Price Wealth’s A.O. Smith AOS Stock Holding History

Price 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 Q2	–	Sell	-30	Closed	-$1K	–	413
2020 Q1	$1K	Buy	30 +3	+11%	+$128	﹤0.01%	273
2019 Q4	$1K	Buy	+27	New	+$1.31K	﹤0.01%	267

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAMU

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Price Wealth's AOS Position: Q2 2020 in Review

Price Wealth sold out of A.O. Smith (AOS) in Q2 2020, closing a stake of 30 shares — an estimated $1K sold.

Price Wealth first reported a position in AOS in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 475 funds tracked by Wall St. Rank hold AOS as of Q2 2020.

Price Wealth reported no remaining A.O. Smith position as of Q2 2020 after selling out during the quarter.
Price Wealth sold 30 A.O. Smith shares in Q2 2020, an estimated $1K.
Price Wealth first reported a position in A.O. Smith in Q4 2019 and held it in 2 quarters.
Price Wealth's A.O. Smith position peaked at $1K in Q1 2020.
475 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.