Congress Wealth Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-5,200
Closed -$333K – 555
2022
Q1
$333K Buy
5,200
+349
+7% +$25.4K 0.01% 497
2021
Q4
$416K Buy
+4,851
New +$370K 0.01% 490

Other funds holding AOS

Congress Wealth Management's AOS Position: Q2 2022 in Review

Congress Wealth Management sold out of A.O. Smith (AOS) in Q2 2022, closing a stake of 5,200 shares — an estimated $333K sold.

Congress Wealth Management first reported a position in AOS in Q4 2021 and held it in 2 quarters. The position peaked at $416K in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q2 2022.

  • Congress Wealth Management reported no remaining A.O. Smith position as of Q2 2022 after selling out during the quarter.
  • Congress Wealth Management sold 5,200 A.O. Smith shares in Q2 2022, an estimated $333K.
  • Congress Wealth Management first reported a position in A.O. Smith in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's A.O. Smith position peaked at $416K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2022.

Based on Congress Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.