AWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameliora Wealth Management's AOS Position: Q4 2024 in Review

Ameliora Wealth Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 80 shares — an estimated $7.19K sold.

Ameliora Wealth Management first reported a position in AOS in Q3 2022 and held it in 9 quarters. The position peaked at $166K in Q4 2022. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Ameliora Wealth Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Ameliora Wealth Management sold 80 A.O. Smith shares in Q4 2024, an estimated $7.19K.
  • Ameliora Wealth Management first reported a position in A.O. Smith in Q3 2022 and held it in 9 quarters.
  • Ameliora Wealth Management's A.O. Smith position peaked at $166K in Q4 2022.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Ameliora Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.