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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crewe Advisors's AOS Position: Q4 2024 in Review

Crewe Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 73 shares — an estimated $6.56K sold.

Crewe Advisors first reported a position in AOS in Q4 2019 and held it in 5 quarters. The position peaked at $6.56K in Q3 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Crewe Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 73 A.O. Smith shares in Q4 2024, an estimated $6.56K.
  • Crewe Advisors first reported a position in A.O. Smith in Q4 2019 and held it in 5 quarters.
  • Crewe Advisors's A.O. Smith position peaked at $6.56K in Q3 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.