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Sowell Financial Services’s A.O. Smith AOS Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,615
Closed -$115K – 627
2021
Q1 		$115K Sell
1,615
-602
-27% -$36.6K ﹤0.01% 1306
2020
Q4 		$122K Sell
2,217
-2,002
-47% -$110K 0.01% 1070
2020
Q3 		$223K Sell
4,219
-316
-7% -$15.8K 0.01% 693
2020
Q2 		$214K Buy
4,535
+164
+4% +$7.16K 0.01% 695
2020
Q1 		$165K Buy
4,371
+3,780
+640% +$161K 0.01% 702
2019
Q4 		$28K Sell
591
-129
-18% -$6.25K ﹤0.01% 1319
2019
Q3 		$34K Buy
+720
New +$33.3K ﹤0.01% 1107

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Sowell Financial Services's AOS Position: Q2 2021 in Review

Sowell Financial Services sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 1,615 shares — an estimated $115K sold.

Sowell Financial Services first reported a position in AOS in Q3 2019 and held it in 7 quarters. The position peaked at $223K in Q3 2020. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

  • Sowell Financial Services reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,615 A.O. Smith shares in Q2 2021, an estimated $115K.
  • Sowell Financial Services first reported a position in A.O. Smith in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's A.O. Smith position peaked at $223K in Q3 2020.
  • 542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.