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Realta Investment Advisors’s A.O. Smith AOS Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-287
Closed -$14K – 350
2019
Q4 		$14K Buy
287
+92
+47% +$4.46K ﹤0.01% 1037
2019
Q3 		$9K Buy
195
+1
+0.5% +$46 ﹤0.01% 1127
2019
Q2 		$9K Sell
194
-3,026
-94% -$148K ﹤0.01% 1160
2019
Q1 		$173K Buy
+3,220
New +$160K 0.08% 299

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Realta Investment Advisors's AOS Position: Q1 2020 in Review

Realta Investment Advisors sold out of A.O. Smith (AOS) in Q1 2020, closing a stake of 287 shares — an estimated $14K sold.

Realta Investment Advisors first reported a position in AOS in Q1 2019 and held it in 4 quarters. The position peaked at $173K in Q1 2019. 435 funds tracked by Wall St. Rank hold AOS as of Q1 2020.

  • Realta Investment Advisors reported no remaining A.O. Smith position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 287 A.O. Smith shares in Q1 2020, an estimated $14K.
  • Realta Investment Advisors first reported a position in A.O. Smith in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's A.O. Smith position peaked at $173K in Q1 2019.
  • 435 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.