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Wealthspire Advisors (Maryland)’s A.O. Smith AOS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,412
Closed -$182K – 543
2019
Q1 		$182K Buy
3,412
+203
+6% +$10.1K 0.01% 460
2018
Q4 		$137K Buy
3,209
+6
+0.2% +$276 0.01% 511
2018
Q3 		$171K Sell
3,203
-120
-4% -$7.05K 0.01% 498
2018
Q2 		$197K Buy
3,323
+34
+1% +$2.14K 0.02% 470
2018
Q1 		$209K Sell
3,289
-18
-0.5% -$1.16K 0.02% 452
2017
Q4 		$203K Buy
3,307
+85
+3% +$5.16K 0.02% 482
2017
Q3 		$191K Sell
3,222
-140
-4% -$7.85K 0.02% 488
2017
Q2 		$189K Buy
3,362
+116
+4% +$6.26K 0.02% 467
2017
Q1 		$166K Buy
3,246
+22
+0.7% +$1.09K 0.02% 450
2016
Q4 		$153K Sell
3,224
-88
-3% -$4.24K 0.02% 447
2016
Q3 		$164K Sell
3,312
-60
-2% -$2.8K 0.03% 437
2016
Q2 		$149K Sell
3,372
-60
-2% -$2.42K 0.02% 443
2016
Q1 		$131K Hold
3,432
– – 0.02% 461
2015
Q4 		$131K Buy
+3,432
New +$129K 0.02% 463

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (Maryland)'s AOS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of A.O. Smith (AOS) in Q2 2019, closing a stake of 3,412 shares — an estimated $182K sold.

Wealthspire Advisors (Maryland) first reported a position in AOS in Q4 2015 and held it in 14 quarters. The position peaked at $209K in Q1 2018. 479 funds tracked by Wall St. Rank hold AOS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining A.O. Smith position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,412 A.O. Smith shares in Q2 2019, an estimated $182K.
  • Wealthspire Advisors (Maryland) first reported a position in A.O. Smith in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s A.O. Smith position peaked at $209K in Q1 2018.
  • 479 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.