WealthStone’s A.O. Smith AOS Stock Holding History

WealthStone’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 Q3	–	Sell	-11	Closed	-$518	–	85
2019 Q2	$518	Buy	+11	New	+$539	﹤0.01%	869

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthStone's AOS Position: Q3 2019 in Review

WealthStone sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 11 shares — an estimated $518 sold.

WealthStone first reported a position in AOS in Q2 2019 and held it in 1 quarter. The position peaked at $518 in Q2 2019. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

WealthStone reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
WealthStone sold 11 A.O. Smith shares in Q3 2019, an estimated $518.
WealthStone first reported a position in A.O. Smith in Q2 2019 and held it in 1 quarter.
WealthStone's A.O. Smith position peaked at $518 in Q2 2019.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.