TFO
AOS icon

Tarbox Family Office’s A.O. Smith AOS Stock Holding History

Tarbox Family Office’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
Closed – – 169
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1066
2021
Q4 		$0 Hold
3
– – ﹤0.01% 1111
2021
Q3 		$0 Hold
3
– – ﹤0.01% 1153
2021
Q2 		$0 Hold
3
– – ﹤0.01% 1145
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1145
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1136
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1147
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1159
2020
Q1 		$0 Sell
3
-78
-96% -$3.32K ﹤0.01% 1113
2019
Q4 		$4K Buy
81
+10
+14% +$485 ﹤0.01% 532
2019
Q3 		$3K Hold
71
– – ﹤0.01% 565
2019
Q2 		$3K Buy
71
+27
+61% +$1.32K ﹤0.01% 563
2019
Q1 		$2K Sell
44
-39
-47% -$1.94K ﹤0.01% 486
2018
Q4 		$4K Buy
+83
New +$3.82K ﹤0.01% 396

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return