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Criterion Capital Advisors’s A.O. Smith AOS Stock Holding History

Criterion Capital 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 		$13.9K Hold
170
– – 0.01% 224
2024
Q3 		$13.9K Hold
170
– – 0.01% 224
2024
Q2 		$13.9K Hold
170
– – 0.01% 224
2024
Q1 		$15.2K Sell
170
-50
-23% -$4.12K 0.01% 220
2023
Q4 		$18.1K Buy
+220
New +$16.2K 0.01% 215

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

Criterion Capital Advisors's AOS Position: Q4 2024 in Review

Criterion Capital Advisors held its A.O. Smith (AOS) position steady in Q4 2024 at 170 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #224.

Criterion Capital Advisors first reported a position in AOS in Q4 2023 and has held it in 5 quarters since. The position peaked at $18.1K in Q4 2023. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Criterion Capital Advisors held 170 shares of A.O. Smith worth $13.9K as of Q4 2024.
  • Criterion Capital Advisors left its A.O. Smith share count unchanged in Q4 2024.
  • A.O. Smith made up 0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #224 holding.
  • Criterion Capital Advisors first reported a position in A.O. Smith in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's A.O. Smith position peaked at $18.1K in Q4 2023.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.