Centaurus Financial’s A.O. Smith AOS Stock Holding History

Centaurus Financial’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	-1,849	Closed	-$166K	–	863
2024 Q3	$166K	Sell	1,849 -587	-24%	-$48.6K	0.01%	685
2024 Q2	$199K	Sell	2,436 -6,066	-71%	-$513K	0.01%	607
2024 Q1	$761K	Sell	8,502 -98	-1%	-$8.08K	0.05%	289
2023 Q4	$709K	Sell	8,600 -566	-6%	-$41.7K	0.05%	298
2023 Q3	$606K	Buy	9,166 +275	+3%	+$19.5K	0.05%	316
2023 Q2	$647K	Buy	+8,891	New	+$609K	0.06%	308
2022 Q4	–	Sell	-3,208	Closed	-$156K	–	839
2022 Q3	$156K	Sell	3,208 -35	-1%	-$2.01K	0.02%	685
2022 Q2	$177K	Buy	+3,243	New	+$195K	0.02%	660
2018 Q3	–	Sell	-314	Closed	-$19K	–	601
2018 Q2	$19K	Buy	+314	New	+$19.8K	﹤0.01%	1287

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $18.8B 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