Bison Wealth’s A.O. Smith AOS Stock Holding History

Bison Wealth’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 Q1	–	Sell	-2,455	Closed	-$202K	–	426
2023 Q4	$202K	Buy	+2,455	New	+$181K	0.04%	379

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bison Wealth's AOS Position: Q1 2024 in Review

Bison Wealth sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 2,455 shares — an estimated $202K sold.

Bison Wealth first reported a position in AOS in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 655 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

Bison Wealth reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
Bison Wealth sold 2,455 A.O. Smith shares in Q1 2024, an estimated $202K.
Bison Wealth first reported a position in A.O. Smith in Q4 2023 and held it in 1 quarter.
Bison Wealth's A.O. Smith position peaked at $202K in Q4 2023.
655 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Bison Wealth's 13F filing for Q1 2024, filed 10 May 2024.