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	–	–	0.02%	384
2017 Q4	$41K	Hold	664	–	–	0.02%	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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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