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Cetera Advisors’s A.O. Smith AOS Stock Holding History

Cetera 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
Q1 		$675K Buy
+7,547
New +$622K 0.01% 1409
2016
Q4 		– Sell
-11,072
Closed -$547K – 730
2016
Q3 		$547K Buy
11,072
+6,048
+120% +$283K 0.04% 389
2016
Q2 		$221K Buy
+5,024
New +$203K 0.02% 649

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 $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Advisors's AOS Position: Q1 2024 in Review

Cetera Advisors opened a new position in A.O. Smith (AOS) in Q1 2024: 7,547 shares worth $675K. The stake represents 0.01% of the portfolio and ranks #1409 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in AOS as recently as Q3 2016.

Cetera Advisors first reported a position in AOS in Q2 2016 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Cetera Advisors held 7,547 shares of A.O. Smith worth $675K as of Q1 2024.
  • A.O. Smith was a new Cetera Advisors position in Q1 2024.
  • A.O. Smith made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1409 holding.
  • Cetera Advisors first reported a position in A.O. Smith in Q2 2016 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.