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

WealthShield 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
Q3 		– Sell
-3,711
Closed -$267K – 264
2021
Q2 		$267K Buy
3,711
+565
+18% +$39K 0.04% 221
2021
Q1 		$213K Buy
+3,146
New +$191K 0.04% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthShield Partners's AOS Position: Q3 2021 in Review

WealthShield Partners sold out of A.O. Smith (AOS) in Q3 2021, closing a stake of 3,711 shares — an estimated $267K sold.

WealthShield Partners first reported a position in AOS in Q1 2021 and held it in 2 quarters. The position peaked at $267K in Q2 2021. 531 funds tracked by Wall St. Rank hold AOS as of Q3 2021.

  • WealthShield Partners reported no remaining A.O. Smith position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 3,711 A.O. Smith shares in Q3 2021, an estimated $267K.
  • WealthShield Partners first reported a position in A.O. Smith in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's A.O. Smith position peaked at $267K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.