Avior Wealth Management’s A.O. Smith AOS Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-771	Closed	-$52.6K	–	817
2024 Q4	$52.6K	Buy	771 +6	+0.8%	+$454	﹤0.01%	1129
2024 Q3	$68.7K	Buy	765 +2	+0.3%	+$166	﹤0.01%	1007
2024 Q2	$62.4K	Sell	763 -509	-40%	-$43.1K	﹤0.01%	1017
2024 Q1	$114K	Buy	1,272 +580	+84%	+$47.8K	0.01%	913
2023 Q4	$57K	Sell	692 -236	-25%	-$17.4K	﹤0.01%	708
2023 Q3	$61.4K	Buy	928 +252	+37%	+$17.9K	﹤0.01%	725
2023 Q2	$49.2K	Hold	676	–	–	﹤0.01%	763
2023 Q1	$46.7K	Buy	+676	New	+$43.9K	﹤0.01%	782
2018 Q2	–	Sell	-3,240	Closed	-$206K	–	776
2018 Q1	$206K	Sell	3,240 -670	-17%	-$43.2K	0.05%	302
2017 Q4	$240K	Buy	+3,910	New	+$237K	0.05%	287

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

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

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

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

EARNEST Partners

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