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Artemis Wealth Advisors’s A.O. Smith AOS Stock Holding History

Artemis Wealth 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
2023
Q4 		– Sell
-555
Closed -$36.7K – 29
2023
Q3 		$36.7K Buy
+555
New +$39.4K 0.01% 49
2023
Q2 		– Sell
-596
Closed -$41.2K – 76
2023
Q1 		$41.2K Sell
596
-6
-1% -$390 0.01% 32
2022
Q4 		$34.5K Buy
602
+3
+0.5% +$168 0.01% 51
2022
Q3 		$29.1K Buy
599
+2
+0.3% +$115 0.01% 63
2022
Q2 		$32.6K Buy
597
+120
+25% +$7.2K 0.01% 80
2022
Q1 		$30.5K Sell
477
-120
-20% -$8.73K 0.01% 49
2021
Q4 		$51.3K Buy
597
+78
+15% +$5.95K 0.01% 44
2021
Q3 		$31.7K Buy
519
+197
+61% +$13.8K ﹤0.01% 64
2021
Q2 		$23.2K Sell
322
-39
-11% -$2.69K ﹤0.01% 62
2021
Q1 		$24.4K Buy
+361
New +$22K ﹤0.01% 55

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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Artemis Wealth Advisors's AOS Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 555 shares — an estimated $36.7K sold.

Artemis Wealth Advisors first reported a position in AOS in Q1 2021 and held it in 10 quarters. The position peaked at $51.3K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 555 A.O. Smith shares in Q4 2023, an estimated $36.7K.
  • Artemis Wealth Advisors first reported a position in A.O. Smith in Q1 2021 and held it in 10 quarters.
  • Artemis Wealth Advisors's A.O. Smith position peaked at $51.3K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.