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Copperwynd Financial’s A.O. Smith AOS Stock Holding History

Copperwynd Financial’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
Q4 		– Sell
-2,721
Closed -$244K – 137
2024
Q3 		$244K Sell
2,721
-238
-8% -$19.7K 0.07% 128
2024
Q2 		$252K Buy
2,959
+256
+9% +$21.7K 0.08% 128
2024
Q1 		$242K Buy
+2,703
New +$223K 0.09% 124

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Copperwynd Financial's AOS Position: Q4 2024 in Review

Copperwynd Financial sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,721 shares — an estimated $244K sold.

Copperwynd Financial first reported a position in AOS in Q1 2024 and held it in 3 quarters. The position peaked at $252K in Q2 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Copperwynd Financial reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Copperwynd Financial sold 2,721 A.O. Smith shares in Q4 2024, an estimated $244K.
  • Copperwynd Financial first reported a position in A.O. Smith in Q1 2024 and held it in 3 quarters.
  • Copperwynd Financial's A.O. Smith position peaked at $252K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Copperwynd Financial's 13F filing for Q4 2024, filed 10 Feb 2025.