RCA
AOS icon

Rowland Carmichael Advisors’s A.O. Smith AOS Stock Holding History

Rowland Carmichael 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
Q4 		$612K Buy
11,169
+234
+2% +$12.9K 0.19% 119
2020
Q3 		$577K Sell
10,935
-3
-0% -$150 0.23% 113
2020
Q2 		$515K Sell
10,938
-4,585
-30% -$200K 0.22% 121
2020
Q1 		$587K Sell
15,523
-481
-3% -$20.5K 0.3% 95
2019
Q4 		$762K Buy
16,004
+179
+1% +$8.68K 0.26% 107
2019
Q3 		$755K Sell
15,825
-12
-0.1% -$555 0.26% 110
2019
Q2 		$747K Buy
15,837
+11,067
+232% +$543K 0.26% 109
2019
Q1 		$254K Buy
+4,770
New +$237K 0.09% 212

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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