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Arrowroot Family Office’s A.O. Smith AOS Stock Holding History

Arrowroot Family Office’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 		$206K Buy
+3,014
New +$228K 0.11% 128

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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

Arrowroot Family Office's AOS Position: Q4 2024 in Review

Arrowroot Family Office opened a new position in A.O. Smith (AOS) in Q4 2024: 3,014 shares worth $206K. The stake represents 0.11% of the portfolio and ranks #128 among its holdings.

642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Arrowroot Family Office held 3,014 shares of A.O. Smith worth $206K as of Q4 2024.
  • A.O. Smith was a new Arrowroot Family Office position in Q4 2024.
  • A.O. Smith made up 0.11% of Arrowroot Family Office's portfolio in Q4 2024, its #128 holding.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Arrowroot Family Office's 13F filing for Q4 2024, filed 14 Feb 2025.