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

Baystate 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
2023 Q4	$842	Hold	10	–	–	﹤0.01%	1164
2023 Q3	$674	Hold	10	–	–	﹤0.01%	920
2023 Q2	$741	Hold	10	–	–	﹤0.01%	954
2023 Q1	$702	Hold	10	–	–	﹤0.01%	957
2022 Q4	$1K	Hold	10	–	–	﹤0.01%	829
2022 Q3	$0	Hold	10	–	–	﹤0.01%	882
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	808
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	801
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	801
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	727
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	698
2021 Q1	$1K	Buy	+10	New	+$608	﹤0.01%	629
2020 Q3	–	Sell	-12	Closed	-$1K	–	637
2020 Q2	$1K	Buy	+12	New	+$524	﹤0.01%	578

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ProShare Advisors

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fisher Asset Management

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