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

Axxcess 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
2024 Q4	–	Sell	-2,325	Closed	-$209K	–	854
2024 Q3	$209K	Buy	+2,325	New	+$192K	0.01%	827

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Axxcess Wealth Management's AOS Position: Q4 2024 in Review

Axxcess Wealth Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,325 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in AOS in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

Axxcess Wealth Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 2,325 A.O. Smith shares in Q4 2024, an estimated $209K.
Axxcess Wealth Management first reported a position in A.O. Smith in Q3 2024 and held it in 1 quarter.
Axxcess Wealth Management's A.O. Smith position peaked at $209K in Q3 2024.
642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.