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Capital Performance Advisors’s A.O. Smith AOS Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-72
Closed -$6.47K – 317
2024
Q3 		$6.47K Buy
+72
New +$5.96K ﹤0.01% 1007

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital Performance Advisors's AOS Position: Q4 2024 in Review

Capital Performance Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 72 shares — an estimated $6.47K sold.

Capital Performance Advisors first reported a position in AOS in Q3 2024 and held it in 1 quarter. The position peaked at $6.47K in Q3 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Capital Performance Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 72 A.O. Smith shares in Q4 2024, an estimated $6.47K.
  • Capital Performance Advisors first reported a position in A.O. Smith in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's A.O. Smith position peaked at $6.47K in Q3 2024.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.