Crewe Advisors’s A.O. Smith AOS Stock Holding History

Crewe 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 Q4	–	Sell	-73	Closed	-$6.56K	–	654
2024 Q3	$6.56K	Hold	73	–	–	﹤0.01%	538
2024 Q2	$5.97K	Hold	73	–	–	﹤0.01%	767
2024 Q1	$6.53K	Buy	+73	New	+$6.02K	﹤0.01%	685
2022 Q4	–	Sell	-15	Closed	-$1K	–	1031
2022 Q3	$1K	Buy	+15	New	+$861	﹤0.01%	1107
2020 Q1	–	Sell	-59	Closed	-$3K	–	180
2019 Q4	$3K	Buy	+59	New	+$2.86K	﹤0.01%	210

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $18.8B 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