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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baystate Wealth Management's AOS Position: Q4 2023 in Review

Baystate Wealth Management held its A.O. Smith (AOS) position steady in Q4 2023 at 10 shares worth $842. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Baystate Wealth Management first reported a position in AOS in Q2 2020 and has held it in 13 quarters since. The position peaked at $1K in Q4 2022. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

Baystate Wealth Management held 10 shares of A.O. Smith worth $842 as of Q4 2023.
Baystate Wealth Management left its A.O. Smith share count unchanged in Q4 2023.
A.O. Smith made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1164 holding.
Baystate Wealth Management first reported a position in A.O. Smith in Q2 2020 and has held it in 13 quarters since.
Baystate Wealth Management's A.O. Smith position peaked at $1K in Q4 2022.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.