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

AE 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 Q1	–	Sell	-6,942	Closed	-$562K	–	1183
2023 Q4	$562K	Buy	+6,942	New	+$512K	﹤0.01%	1381
2020 Q4	–	Sell	-4,803	Closed	-$254K	–	1363
2020 Q3	$254K	Buy	+4,803	New	+$240K	﹤0.01%	1095
2020 Q1	–	Sell	-17,028	Closed	-$811K	–	1119
2019 Q4	$811K	Buy	17,028 +2,656	+18%	+$129K	0.02%	576
2019 Q3	$686K	Buy	14,372 +1,692	+13%	+$78.2K	0.02%	536
2019 Q2	$598K	Buy	+12,680	New	+$622K	0.02%	536

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

AE Wealth Management's AOS Position: Q1 2024 in Review

AE Wealth Management sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 6,942 shares — an estimated $562K sold.

AE Wealth Management first reported a position in AOS in Q2 2019 and held it in 5 quarters. The position peaked at $811K in Q4 2019. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

AE Wealth Management reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 6,942 A.O. Smith shares in Q1 2024, an estimated $562K.
AE Wealth Management first reported a position in A.O. Smith in Q2 2019 and held it in 5 quarters.
AE Wealth Management's A.O. Smith position peaked at $811K in Q4 2019.
656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.