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

Accel 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
2023 Q2	–	Sell	-13	Closed	-$907	–	205
2023 Q1	$907	Hold	13	–	–	﹤0.01%	1178
2022 Q4	$748	Hold	13	–	–	﹤0.01%	996
2022 Q3	$1K	Sell	13 -820	-98%	-$47.1K	﹤0.01%	965
2022 Q2	$47K	Buy	833 +13	+2%	+$780	0.03%	358
2022 Q1	$54K	Hold	820	–	–	0.03%	359
2021 Q4	$70K	Buy	+820	New	+$62.5K	0.03%	321

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 $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

BBHC

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Accel Wealth Management's AOS Position: Q2 2023 in Review

Accel Wealth Management sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 13 shares — an estimated $907 sold.

Accel Wealth Management first reported a position in AOS in Q4 2021 and held it in 6 quarters. The position peaked at $70K in Q4 2021. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

Accel Wealth Management reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 13 A.O. Smith shares in Q2 2023, an estimated $907.
Accel Wealth Management first reported a position in A.O. Smith in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's A.O. Smith position peaked at $70K in Q4 2021.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.