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Curi Wealth Management’s A.O. Smith AOS Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-3
Closed – – 211
2022
Q2 		$0 Hold
3
– – ﹤0.01% 618
2022
Q1 		$0 Hold
3
– – ﹤0.01% 512
2021
Q4 		$0 Buy
+3
New +$229 ﹤0.01% 482
2021
Q1 		– Sell
-3
Closed – – 115
2020
Q4 		$0 Buy
+3
New +$165 ﹤0.01% 391

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Curi Wealth Management's AOS Position: Q3 2022 in Review

Curi Wealth Management sold out of A.O. Smith (AOS) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in AOS in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 539 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

  • Curi Wealth Management reported no remaining A.O. Smith position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 A.O. Smith shares in Q3 2022.
  • Curi Wealth Management first reported a position in A.O. Smith in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's A.O. Smith position peaked at $0 in Q2 2022.
  • 539 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.