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

BKM 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
2024 Q2	–	Sell	-1,890	Closed	-$169K	–	142
2024 Q1	$169K	Sell	1,890 -48	-2%	-$3.96K	0.07%	168
2023 Q4	$160K	Buy	+1,938	New	+$143K	0.07%	165

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

BKM Wealth Management's AOS Position: Q2 2024 in Review

BKM Wealth Management sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 1,890 shares — an estimated $169K sold.

BKM Wealth Management first reported a position in AOS in Q4 2023 and held it in 2 quarters. The position peaked at $169K in Q1 2024. 641 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

BKM Wealth Management reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
BKM Wealth Management sold 1,890 A.O. Smith shares in Q2 2024, an estimated $169K.
BKM Wealth Management first reported a position in A.O. Smith in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's A.O. Smith position peaked at $169K in Q1 2024.
641 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.