American Portfolios Advisors’s A.O. Smith AOS Stock Holding History

American Portfolios Advisors’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
2022 Q3	$12.1K	Buy	250 +220	+733%	+$12.6K	﹤0.01%	2438
2022 Q2	$1.64K	Hold	30	–	–	﹤0.01%	3179
2022 Q1	$1.92K	Hold	30	–	–	﹤0.01%	3237
2021 Q4	$2.58K	Sell	30 -32	-52%	-$2.44K	﹤0.01%	3116
2021 Q3	$3.79K	Hold	62	–	–	﹤0.01%	2960
2021 Q2	$4.47K	Hold	62	–	–	﹤0.01%	2870
2021 Q1	$4.19K	Buy	62 +30	+94%	+$1.82K	﹤0.01%	2763
2020 Q4	$1.75K	Sell	32 -30	-48%	-$1.65K	﹤0.01%	2727
2020 Q3	$3.27K	Buy	62 +32	+107%	+$1.6K	﹤0.01%	2436
2020 Q2	$1.41K	Hold	30	–	–	﹤0.01%	2626
2020 Q1	$1.13K	Sell	30 -1,019	-97%	-$43.4K	﹤0.01%	2540
2019 Q4	$50K	Buy	1,049 +127	+14%	+$6.16K	﹤0.01%	1344
2019 Q3	$44K	Sell	922 -2,101	-70%	-$97.1K	﹤0.01%	1330
2019 Q2	$143K	Buy	3,023 +781	+35%	+$38.3K	0.01%	841
2019 Q1	$120K	Buy	2,242 +99	+5%	+$4.92K	0.01%	816
2018 Q4	$91.5K	Buy	2,143 +574	+37%	+$26.4K	0.01%	757
2018 Q3	$83.7K	Buy	1,569 +222	+16%	+$13K	0.01%	910
2018 Q2	$79.7K	Buy	1,347 +13	+1%	+$819	0.01%	891
2018 Q1	$84.8K	Buy	1,334 +18	+1%	+$1.16K	0.01%	815
2017 Q4	$80.6K	Buy	+1,316	New	+$79.9K	0.01%	799

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

American Portfolios Advisors's AOS Position: Q3 2022 in Review

American Portfolios Advisors increased its A.O. Smith (AOS) stake by 733% in Q3 2022, buying an estimated $12.6K and bringing the position to 250 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

American Portfolios Advisors first reported a position in AOS in Q4 2017 and has held it in 20 quarters since. The position peaked at $143K in Q2 2019. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

American Portfolios Advisors held 250 shares of A.O. Smith worth $12.1K as of Q3 2022.
American Portfolios Advisors bought 220 A.O. Smith shares in Q3 2022, an estimated $12.6K.
A.O. Smith made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2438 holding.
American Portfolios Advisors first reported a position in A.O. Smith in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's A.O. Smith position peaked at $143K in Q2 2019.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.