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Sound Income Strategies’s A.O. Smith AOS Stock Holding History

Sound Income Strategies’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
-2
Closed – – 968
2020
Q4 		$0 Hold
2
– – ﹤0.01% 870
2020
Q3 		$0 Hold
2
– – ﹤0.01% 835
2020
Q2 		$0 Hold
2
– – ﹤0.01% 775
2020
Q1 		$0 Hold
2
– – ﹤0.01% 752
2019
Q4 		$0 Hold
2
– – ﹤0.01% 697
2019
Q3 		$0 Hold
2
– – ﹤0.01% 663
2019
Q2 		$0 Hold
2
– – ﹤0.01% 662
2019
Q1 		$0 Hold
2
– – ﹤0.01% 669
2018
Q4 		$0 Hold
2
– – ﹤0.01% 671
2018
Q3 		$0 Hold
2
– – ﹤0.01% 687
2018
Q2 		$0 Hold
2
– – ﹤0.01% 614
2018
Q1 		$0 Hold
2
– – ﹤0.01% 590
2017
Q4 		$0 Buy
+2
New +$121 ﹤0.01% 508

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

Sound Income Strategies's AOS Position: Q1 2021 in Review

Sound Income Strategies sold out of A.O. Smith (AOS) in Q1 2021, closing a stake of 2 shares.

Sound Income Strategies first reported a position in AOS in Q4 2017 and held it in 13 quarters. The position peaked at $0 in Q4 2020. 527 funds tracked by Wall St. Rank hold AOS as of Q1 2021.

  • Sound Income Strategies reported no remaining A.O. Smith position as of Q1 2021 after selling out during the quarter.
  • Sound Income Strategies sold 2 A.O. Smith shares in Q1 2021.
  • Sound Income Strategies first reported a position in A.O. Smith in Q4 2017 and held it in 13 quarters.
  • Sound Income Strategies's A.O. Smith position peaked at $0 in Q4 2020.
  • 527 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2021.

Based on Sound Income Strategies's 13F filing for Q1 2021, filed 14 Apr 2021.