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Abich Financial Wealth Management’s A.O. Smith AOS Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-41
Closed -$3.35K – 405
2024
Q2 		$3.35K Buy
41
+4
+11% +$339 ﹤0.01% 394
2024
Q1 		$3.31K Buy
+37
New +$3.05K ﹤0.01% 329

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Abich Financial Wealth Management's AOS Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 41 shares — an estimated $3.35K sold.

Abich Financial Wealth Management first reported a position in AOS in Q1 2024 and held it in 2 quarters. The position peaked at $3.35K in Q2 2024. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 41 A.O. Smith shares in Q3 2024, an estimated $3.35K.
  • Abich Financial Wealth Management first reported a position in A.O. Smith in Q1 2024 and held it in 2 quarters.
  • Abich Financial Wealth Management's A.O. Smith position peaked at $3.35K in Q2 2024.
  • 652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.