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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Valeo Financial Advisors's AOS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 40 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AOS in Q1 2018 and held it in 13 quarters. The position peaked at $4K in Q2 2020. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

Valeo Financial Advisors reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 40 A.O. Smith shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's A.O. Smith position peaked at $4K in Q2 2020.
542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.