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Concurrent Investment Advisors’s A.O. Smith AOS Stock Holding History

Concurrent Investment Advisors’s Portfolio AOS Stock Details AOS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,349
Closed -$276K – 870
2023
Q4 		$276K Buy
+3,349
New +$276K 0.01% 672