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Regent Peak Wealth Advisors’s A.O. Smith AOS Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-46
Closed -$3K – 201
2020
Q4 		$3K Buy
+46
New +$2.54K ﹤0.01% 728

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Regent Peak Wealth Advisors's AOS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 46 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in AOS in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 46 A.O. Smith shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in A.O. Smith in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's A.O. Smith position peaked at $3K in Q4 2020.
  • 527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.