Valeo Financial Advisors’s A.O. Smith AOS Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-40	Closed	-$3K	–	588
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	1672
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	1498
2020 Q3	$2K	Sell	40 -47	-54%	-$2.35K	﹤0.01%	1382
2020 Q2	$4K	Buy	87 +12	+16%	+$524	﹤0.01%	1566
2020 Q1	$3K	Hold	75	–	–	﹤0.01%	1393
2019 Q4	$4K	Hold	75	–	–	﹤0.01%	1320
2019 Q3	$4K	Hold	75	–	–	﹤0.01%	1225
2019 Q2	$4K	Buy	75 +18	+32%	+$883	﹤0.01%	1243
2019 Q1	$3K	Buy	57 +17	+43%	+$845	﹤0.01%	1272
2018 Q4	$2K	Sell	40 -17	-30%	-$782	﹤0.01%	1256
2018 Q3	$3K	Hold	57	–	–	﹤0.01%	1321
2018 Q2	$3K	Buy	57 +40	+235%	+$2.52K	﹤0.01%	1233
2018 Q1	$1K	Buy	+17	New	+$1.1K	﹤0.01%	1401

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return