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Beacon Pointe Advisors’s A.O. Smith AOS Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-3,465
Closed -$227K – 1385
2025
Q2 		$227K Hold
3,465
– – ﹤0.01% 1152
2025
Q1 		$226K Sell
3,465
-7,715
-69% -$521K ﹤0.01% 1115
2024
Q4 		$763K Sell
11,180
-52,600
-82% -$3.98M 0.01% 712
2024
Q3 		$5.73M Sell
63,780
-3,783
-6% -$313K 0.07% 258
2024
Q2 		$5.53M Buy
67,563
+17,523
+35% +$1.48M 0.07% 259
2024
Q1 		$4.48M Buy
50,040
+688
+1% +$56.7K 0.05% 313
2023
Q4 		$4.07M Sell
49,352
-14,500
-23% -$1.07M 0.05% 327
2023
Q3 		$4.22M Buy
63,852
+41,250
+183% +$2.93M 0.05% 305
2023
Q2 		$1.64M Buy
22,602
+83
+0.4% +$5.68K 0.03% 414
2023
Q1 		$1.56M Sell
22,519
-3,551
-14% -$231K 0.03% 447
2022
Q4 		$1.49M Sell
26,070
-44,888
-63% -$2.51M 0.03% 427
2022
Q3 		$3.45M Sell
70,958
-5,795
-8% -$333K 0.08% 218
2022
Q2 		$4.24M Sell
76,753
-29,163
-28% -$1.75M 0.09% 202
2022
Q1 		$6.77M Buy
+105,916
New +$7.71M 0.09% 206
2021
Q4 		– Sell
-75,172
Closed -$4.59M – 926
2021
Q3 		$4.59M Buy
+75,172
New +$5.25M 0.11% 180

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return