Wealthcare Advisory Partners’s A.O. Smith AOS Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-29	Closed	-$2K	–	616
2021 Q1	$2K	Buy	+29	New	+$1.76K	﹤0.01%	1841
2020 Q1	–	Sell	-101	Closed	-$5K	–	1474
2019 Q4	$5K	Hold	101	–	–	﹤0.01%	1090
2019 Q3	$5K	Buy	101 +1	+1%	+$46	﹤0.01%	1060
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	1041
2019 Q1	$5K	Buy	+100	New	+$4.97K	﹤0.01%	951
2018 Q1	–	Sell	-53	Closed	-$3K	–	1075
2017 Q4	$3K	Buy	+53	New	+$3.22K	﹤0.01%	854

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

Wealthcare Advisory Partners's AOS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of A.O. Smith (AOS) in Q2 2021, closing a stake of 29 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in AOS in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q4 2019. 542 funds tracked by Wall St. Rank hold AOS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining A.O. Smith position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 29 A.O. Smith shares in Q2 2021, an estimated $2K.
Wealthcare Advisory Partners first reported a position in A.O. Smith in Q4 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's A.O. Smith position peaked at $5K in Q4 2019.
542 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.