SSWM
AOS icon

Sheets Smith Wealth Management’s A.O. Smith AOS Stock Holding History

Sheets Smith Wealth Management’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
2016
Q1 		– Sell
-20,764
Closed -$795K – 240
2015
Q4 		$795K Buy
+20,764
New +$783K 0.24% 122
2015
Q3 		– Sell
-27,394
Closed -$986K – 212
2015
Q2 		$986K Buy
27,394
+556
+2% +$19.2K 0.27% 111
2015
Q1 		$881K Buy
+26,838
New +$816K 0.24% 131
2014
Q1 		– Sell
-46,310
Closed -$1.25M – 249
2013
Q4 		$1.25M Buy
46,310
+2,744
+6% +$70.3K 0.34% 74
2013
Q3 		$985K Sell
43,566
-84
-0.2% -$1.76K 0.32% 83
2013
Q2 		$792K Buy
+43,650
New +$816K 0.27% 100

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return