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

Stratos 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
2022 Q2	–	Sell	-3,161	Closed	-$202K	–	505
2022 Q1	$202K	Sell	3,161 -16,699	-84%	-$1.22M	0.02%	503
2021 Q4	$1.71M	Buy	19,860 +2,753	+16%	+$210K	0.12%	207
2021 Q3	$1.04M	Buy	17,107 +12,932	+310%	+$903K	0.09%	247
2021 Q2	$301K	Hold	4,175	–	–	0.03%	443
2021 Q1	$282K	Buy	4,175 +175	+4%	+$10.6K	0.03%	406
2020 Q4	$219K	Buy	+4,000	New	+$220K	0.03%	369

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 $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BBHC

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Stratos Wealth Advisors's AOS Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2022, closing a stake of 3,161 shares — an estimated $202K sold.

Stratos Wealth Advisors first reported a position in AOS in Q4 2020 and held it in 6 quarters. The position peaked at $1.71M in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q2 2022.

Stratos Wealth Advisors reported no remaining A.O. Smith position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 3,161 A.O. Smith shares in Q2 2022, an estimated $202K.
Stratos Wealth Advisors first reported a position in A.O. Smith in Q4 2020 and held it in 6 quarters.
Stratos Wealth Advisors's A.O. Smith position peaked at $1.71M in Q4 2021.
545 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.