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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Concord Wealth Partners's AOS Position: Q4 2023 in Review

Concord Wealth Partners sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 32 shares — an estimated $2.12K sold.

Concord Wealth Partners first reported a position in AOS in Q1 2021 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

Concord Wealth Partners reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 32 A.O. Smith shares in Q4 2023, an estimated $2.12K.
Concord Wealth Partners first reported a position in A.O. Smith in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's A.O. Smith position peaked at $10K in Q4 2021.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.