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 $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

YorkBridge Wealth Partners's AOS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of A.O. Smith (AOS) in Q3 2019, closing a stake of 412 shares — an estimated $19K sold.

YorkBridge Wealth Partners first reported a position in AOS in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q1 2019. 452 funds tracked by Wall St. Rank hold AOS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining A.O. Smith position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 412 A.O. Smith shares in Q3 2019, an estimated $19K.
YorkBridge Wealth Partners first reported a position in A.O. Smith in Q4 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's A.O. Smith position peaked at $22K in Q1 2019.
452 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.