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Ashton Thomas Private Wealth’s A.O. Smith AOS Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-606
Closed -$49.6K – 682
2024
Q2 		$49.6K Buy
+606
New +$51.3K ﹤0.01% 915
2022
Q1 		– Sell
-10,458
Closed -$898K – 470
2021
Q4 		$898K Buy
+10,458
New +$797K 0.09% 254

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Ashton Thomas Private Wealth's AOS Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 606 shares — an estimated $49.6K sold.

Ashton Thomas Private Wealth first reported a position in AOS in Q4 2021 and held it in 2 quarters. The position peaked at $898K in Q4 2021. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 606 A.O. Smith shares in Q3 2024, an estimated $49.6K.
  • Ashton Thomas Private Wealth first reported a position in A.O. Smith in Q4 2021 and held it in 2 quarters.
  • Ashton Thomas Private Wealth's A.O. Smith position peaked at $898K in Q4 2021.
  • 652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.