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

Catalyst Capital 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
2016
Q1 		– Sell
-70
Closed -$27K – 496
2015
Q4 		$27K Hold
70
– – ﹤0.01% 395
2015
Q3 		$9K Hold
70
– – ﹤0.01% 482
2015
Q2 		$20K Buy
+70
New +$2.41K ﹤0.01% 390

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Catalyst Capital Advisors's AOS Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 151 shares — an estimated $10.3K sold.

Catalyst Capital Advisors first reported a position in AOS in Q3 2023 and held it in 6 quarters. The position peaked at $16.6K in Q1 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Catalyst Capital Advisors reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 151 A.O. Smith shares in Q1 2025, an estimated $10.3K.
  • Catalyst Capital Advisors first reported a position in A.O. Smith in Q3 2023 and held it in 6 quarters.
  • Catalyst Capital Advisors's A.O. Smith position peaked at $16.6K in Q1 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.