CWA
AOS icon

Clarus Wealth Advisors’s A.O. Smith AOS Stock Holding History

Clarus Wealth 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
-2,514
Closed -$222K – 123
2024
Q3 		$222K Sell
2,514
-29
-1% -$2.4K 0.11% 121
2024
Q2 		$211K Buy
2,543
+101
+4% +$8.55K 0.11% 122
2024
Q1 		$209K Sell
2,442
-55
-2% -$4.54K 0.12% 117
2023
Q4 		$201K Buy
+2,497
New +$184K 0.12% 119
2023
Q2 		$241K Buy
3,414
+53
+2% +$3.63K 0.15% 109
2023
Q1 		$217K Buy
+3,361
New +$218K 0.14% 116

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Clarus Wealth Advisors's AOS Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,514 shares — an estimated $222K sold.

Clarus Wealth Advisors first reported a position in AOS in Q1 2023 and held it in 6 quarters. The position peaked at $241K in Q2 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,514 A.O. Smith shares in Q4 2024, an estimated $222K.
  • Clarus Wealth Advisors first reported a position in A.O. Smith in Q1 2023 and held it in 6 quarters.
  • Clarus Wealth Advisors's A.O. Smith position peaked at $241K in Q2 2023.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.