Truvvo Partners’s A.O. Smith AOS Stock Holding History

Truvvo Partners’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
2018 Q1	–	Sell	-9,995	Closed	-$612K	–	94
2017 Q4	$612K	Buy	9,995 +885	+10%	+$53.7K	0.21%	91
2017 Q3	$541K	Buy	+9,110	New	+$511K	0.18%	99

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Truvvo Partners's AOS Position: Q1 2018 in Review

Truvvo Partners sold out of A.O. Smith (AOS) in Q1 2018, closing a stake of 9,995 shares — an estimated $612K sold.

Truvvo Partners first reported a position in AOS in Q3 2017 and held it in 2 quarters. The position peaked at $612K in Q4 2017. 496 funds tracked by Wall St. Rank hold AOS as of Q1 2018.

Truvvo Partners reported no remaining A.O. Smith position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 9,995 A.O. Smith shares in Q1 2018, an estimated $612K.
Truvvo Partners first reported a position in A.O. Smith in Q3 2017 and held it in 2 quarters.
Truvvo Partners's A.O. Smith position peaked at $612K in Q4 2017.
496 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.