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Retirement Planning Company of New England’s A.O. Smith AOS Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-511
Closed -$43K – 256
2021
Q4 		$43K Buy
+511
New +$39K 0.02% 430

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Retirement Planning Company of New England's AOS Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of A.O. Smith (AOS) in Q1 2022, closing a stake of 511 shares — an estimated $43K sold.

Retirement Planning Company of New England first reported a position in AOS in Q4 2021 and held it in 1 quarter. The position peaked at $43K in Q4 2021. 589 funds tracked by Wall St. Rank hold AOS as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining A.O. Smith position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 511 A.O. Smith shares in Q1 2022, an estimated $43K.
  • Retirement Planning Company of New England first reported a position in A.O. Smith in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's A.O. Smith position peaked at $43K in Q4 2021.
  • 589 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.