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

Ameliora 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 Q4	–	Sell	-80	Closed	-$7.19K	–	239
2024 Q3	$7.19K	Hold	80	–	–	﹤0.01%	145
2024 Q2	$6.54K	Hold	80	–	–	﹤0.01%	167
2024 Q1	$7.16K	Hold	80	–	–	﹤0.01%	181
2023 Q4	$6.59K	Hold	80	–	–	﹤0.01%	167
2023 Q3	$5.29K	Hold	80	–	–	﹤0.01%	201
2023 Q2	$5.82K	Hold	80	–	–	﹤0.01%	178
2023 Q1	$5.53K	Sell	80 -2,814	-97%	-$183K	﹤0.01%	195
2022 Q4	$166K	Hold	2,894	–	–	0.09%	79
2022 Q3	$142K	Buy	+2,894	New	+$166K	0.08%	86

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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