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Belpointe Asset Management’s A.O. Smith AOS Stock Holding History

Belpointe Asset 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
-2,368
Closed -$213K – 855
2024
Q3 		$213K Buy
+2,368
New +$196K 0.01% 786
2023
Q2 		– Sell
-1,810
Closed -$125K – 734
2023
Q1 		$125K Buy
1,810
+514
+40% +$33.4K 0.01% 1180
2022
Q4 		$74.2K Buy
+1,296
New +$72.5K ﹤0.01% 1400

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 $3.38T AUM 44.17% 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

Belpointe Asset Management's AOS Position: Q4 2024 in Review

Belpointe Asset Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,368 shares — an estimated $213K sold.

Belpointe Asset Management first reported a position in AOS in Q4 2022 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Belpointe Asset Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 2,368 A.O. Smith shares in Q4 2024, an estimated $213K.
  • Belpointe Asset Management first reported a position in A.O. Smith in Q4 2022 and held it in 3 quarters.
  • Belpointe Asset Management's A.O. Smith position peaked at $213K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.