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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,349
Closed -$276K – 925
2023
Q4 		$276K Buy
+3,349
New +$247K 0.01% 677

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Concurrent Investment Advisors's AOS Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 3,349 shares — an estimated $276K sold.

Concurrent Investment Advisors first reported a position in AOS in Q4 2023 and held it in 1 quarter. The position peaked at $276K in Q4 2023. 655 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,349 A.O. Smith shares in Q1 2024, an estimated $276K.
  • Concurrent Investment Advisors first reported a position in A.O. Smith in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's A.O. Smith position peaked at $276K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.