Coppell Advisory Solutions’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
2023
Q4
$20.7K Buy
+251
New +$18.5K ﹤0.01% 726
2023
Q3
Sell
-17
Closed -$1.23K 1219
2023
Q2
$1.23K Buy
+17
New +$1.16K ﹤0.01% 1098

Other funds holding AOS

Coppell Advisory Solutions's AOS Position: Q4 2023 in Review

Coppell Advisory Solutions opened a new position in A.O. Smith (AOS) in Q4 2023: 251 shares worth $20.7K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in AOS as recently as Q2 2023.

Coppell Advisory Solutions first reported a position in AOS in Q2 2023 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

  • Coppell Advisory Solutions held 251 shares of A.O. Smith worth $20.7K as of Q4 2023.
  • A.O. Smith was a new Coppell Advisory Solutions position in Q4 2023.
  • A.O. Smith made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q4 2023, its #726 holding.
  • Coppell Advisory Solutions first reported a position in A.O. Smith in Q2 2023 and has held it in 2 quarters since.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.