YorkBridge Wealth Partners’s A.O. Smith AOS Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-412	Closed	-$19K	–	192
2019 Q2	$19K	Sell	412 -7	-2%	-$343	0.01%	479
2019 Q1	$22K	Buy	+419	New	+$20.8K	0.01%	457
2018 Q4	–	Sell	-291	Closed	-$16K	–	736
2018 Q3	$16K	Hold	291	–	–	0.01%	557
2018 Q2	$17K	Hold	291	–	–	0.01%	563
2018 Q1	$19K	Hold	291	–	–	0.01%	532
2017 Q4	$18K	Buy	+291	New	+$17.7K	0.01%	541

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return