Proficio Capital Partners’s A.O. Smith AOS Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-610	Closed	-$29K	–	218
2019 Q2	$29K	Buy	610 +303	+99%	+$14.9K	0.01%	547
2019 Q1	$16K	Buy	307 +141	+85%	+$7.01K	0.01%	725
2018 Q4	$7K	Sell	166 -476	-74%	-$21.9K	﹤0.01%	793
2018 Q3	$34K	Sell	642 -22	-3%	-$1.29K	0.01%	438
2018 Q2	$39K	Hold	664	–	–	0.02%	417
2018 Q1	$42K	Hold	664	–	–	0.01%	384
2017 Q4	$41K	Hold	664	–	–	0.01%	395
2017 Q3	$39K	Hold	664	–	–	0.02%	436
2017 Q2	$36K	Sell	664 -3	-0.4%	-$162	0.02%	457
2017 Q1	$36K	Buy	667 +603	+942%	+$29.9K	0.02%	460
2016 Q4	$3K	Sell	64 -102	-61%	-$4.92K	﹤0.01%	824
2016 Q3	$8K	Hold	166	–	–	﹤0.01%	619
2016 Q2	$8K	Buy	166 +102	+159%	+$4.12K	0.01%	600
2016 Q1	$2K	Buy	+64	New	+$2.24K	﹤0.01%	714

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMU

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Proficio Capital Partners's AOS Position: Q3 2019 in Review

Proficio Capital Partners sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 610 shares — an estimated $29K sold.

Proficio Capital Partners first reported a position in AOS in Q1 2016 and held it in 14 quarters. The position peaked at $42K in Q1 2018. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

Proficio Capital Partners reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 610 A.O. Smith shares in Q3 2019, an estimated $29K.
Proficio Capital Partners first reported a position in A.O. Smith in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's A.O. Smith position peaked at $42K in Q1 2018.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.