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Concord Wealth Partners’s A.O. Smith AOS Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-32
Closed -$2.12K – 818
2023
Q3 		$2.12K Hold
32
– – ﹤0.01% 861
2023
Q2 		$2.33K Hold
32
– – ﹤0.01% 846
2023
Q1 		$2.21K Hold
32
– – ﹤0.01% 796
2022
Q4 		$1.83K Buy
+32
New +$1.79K ﹤0.01% 955
2022
Q3 		– Sell
-103
Closed -$6K – 208
2022
Q2 		$6K Sell
103
-18
-15% -$1.08K ﹤0.01% 769
2022
Q1 		$8K Hold
121
– – ﹤0.01% 812
2021
Q4 		$10K Buy
121
+89
+278% +$6.78K ﹤0.01% 773
2021
Q3 		$2K Sell
32
-88
-73% -$6.15K ﹤0.01% 730
2021
Q2 		$9K Sell
120
-10
-8% -$690 ﹤0.01% 634
2021
Q1 		$9K Buy
+130
New +$7.91K ﹤0.01% 591

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return