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

Ropes 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	-775	Closed	-$42K	–	282
2020 Q4	$42K	Hold	775	–	–	0.01%	404
2020 Q3	$41K	Hold	775	–	–	0.01%	355
2020 Q2	$37K	Hold	775	–	–	0.01%	334
2020 Q1	$29K	Hold	775	–	–	0.01%	334
2019 Q4	$37K	Hold	775	–	–	0.01%	355
2019 Q3	$37K	Buy	+775	New	+$35.8K	0.01%	360

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

PAMU

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

BBHC

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ropes Wealth Advisors's AOS Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 775 shares — an estimated $42K sold.

Ropes Wealth Advisors first reported a position in AOS in Q3 2019 and held it in 6 quarters. The position peaked at $42K in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

Ropes Wealth Advisors reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 775 A.O. Smith shares in Q1 2021, an estimated $42K.
Ropes Wealth Advisors first reported a position in A.O. Smith in Q3 2019 and held it in 6 quarters.
Ropes Wealth Advisors's A.O. Smith position peaked at $42K in Q4 2020.
527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.