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

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return