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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

ProShare Advisors

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return