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B. Riley Wealth Advisors’s A.O. Smith AOS Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-2,846
Closed -$255K – 1141
2024
Q3 		$255K Buy
2,846
+1
+0% +$83 0.01% 1035
2024
Q2 		$233K Sell
2,845
-1,124
-28% -$95.1K 0.01% 1149
2024
Q1 		$262K Buy
3,969
+657
+20% +$54.2K 0.01% 1111
2023
Q4 		$273K Sell
3,312
-657
-17% -$48.4K 0.01% 1101
2023
Q3 		$262K Buy
3,969
+435
+12% +$30.9K 0.01% 1111
2023
Q2 		$257K Sell
3,534
-20
-0.6% -$1.37K 0.01% 1208
2023
Q1 		$246K Buy
+3,554
New +$231K 0.01% 1175
2022
Q2 		– Sell
-3,343
Closed -$214K – 1240
2022
Q1 		$214K Buy
3,343
+420
+14% +$30.6K 0.01% 1179
2021
Q4 		$251K Buy
+2,923
New +$223K 0.01% 1158
2021
Q3 		– Sell
-2,884
Closed -$208K – 1412
2021
Q2 		$208K Sell
2,884
-95
-3% -$6.55K 0.01% 1202
2021
Q1 		$202K Buy
+2,979
New +$181K 0.01% 1194
2019
Q4 		– Sell
-12,386
Closed -$592K – 842
2019
Q3 		$592K Buy
12,386
+407
+3% +$18.8K 0.06% 349
2019
Q2 		$566K Buy
11,979
+4,729
+65% +$232K 0.06% 333
2019
Q1 		$388K Buy
+7,250
New +$360K 0.05% 409
2018
Q4 		– Sell
-4,043
Closed -$216K – 667
2018
Q3 		$216K Hold
4,043
– – 0.03% 620
2018
Q2 		$240K Sell
4,043
-192
-5% -$12.1K 0.03% 549
2018
Q1 		$270K Sell
4,235
-7
-0.2% -$452 0.04% 486
2017
Q4 		$260K Sell
4,242
-80
-2% -$4.86K 0.04% 499
2017
Q3 		$257K Sell
4,322
-42
-1% -$2.35K 0.04% 426
2017
Q2 		$246K Buy
+4,364
New +$236K 0.04% 424
2016
Q1 		– Sell
-5,718
Closed -$220K – 558
2015
Q4 		$220K Buy
+5,718
New +$216K 0.04% 465
2014
Q3 		– Sell
-17,226
Closed -$213K – 721
2014
Q2 		$213K Buy
17,226
+8,674
+101% +$208K 0.05% 428
2014
Q1 		$197K Buy
+8,552
New +$208K 0.06% 392

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

B. Riley Wealth Advisors's AOS Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,846 shares — an estimated $255K sold.

B. Riley Wealth Advisors first reported a position in AOS in Q1 2014 and held it in 23 quarters. The position peaked at $592K in Q3 2019. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,846 A.O. Smith shares in Q4 2024, an estimated $255K.
  • B. Riley Wealth Advisors first reported a position in A.O. Smith in Q1 2014 and held it in 23 quarters.
  • B. Riley Wealth Advisors's A.O. Smith position peaked at $592K in Q3 2019.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.