Avestar Capital’s A.O. Smith AOS Stock Holding History

Avestar Capital’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 Q2	–	Sell	-4,043	Closed	-$362K	–	458
2024 Q1	$362K	Sell	4,043 -248	-6%	-$20.5K	0.04%	297
2023 Q4	$354K	Sell	4,291 -135	-3%	-$9.96K	0.04%	263
2023 Q3	$293K	Sell	4,426 -390	-8%	-$27.7K	0.04%	260
2023 Q2	$351K	Sell	4,816 -368	-7%	-$25.2K	0.06%	202
2023 Q1	$358K	Buy	5,184 +98	+2%	+$6.37K	0.07%	196
2022 Q4	$291K	Sell	5,086 -1,594	-24%	-$89.1K	0.06%	215
2022 Q3	$325K	Buy	6,680 +31	+0.5%	+$1.78K	0.09%	171
2022 Q2	$364K	Buy	6,649 +1,566	+31%	+$94K	0.1%	166
2022 Q1	$325K	Buy	5,083 +359	+8%	+$26.1K	0.06%	292
2021 Q4	$406K	Sell	4,724 -216	-4%	-$16.5K	0.07%	289
2021 Q3	$302K	Buy	4,940 +268	+6%	+$18.7K	0.06%	341
2021 Q2	$337K	Buy	+4,672	New	+$322K	0.06%	306
2019 Q3	–	Sell	-312	Closed	-$12K	–	206
2019 Q2	$12K	Hold	312	–	–	0.01%	471
2019 Q1	$14K	Buy	312 +229	+276%	+$11.4K	0.01%	419
2018 Q4	$2K	Buy	+83	New	+$3.82K	﹤0.01%	615

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ProShare Advisors

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