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Diversify Advisory Services’s A.O. Smith AOS Stock Holding History

Diversify Advisory Services’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
Q2 		– Sell
-2,384
Closed -$212K – 636
2024
Q1 		$212K Buy
+2,384
New +$197K 0.01% 600

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Diversify Advisory Services's AOS Position: Q2 2024 in Review

Diversify Advisory Services sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 2,384 shares — an estimated $212K sold.

Diversify Advisory Services first reported a position in AOS in Q1 2024 and held it in 1 quarter. The position peaked at $212K in Q1 2024. 641 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

  • Diversify Advisory Services reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 2,384 A.O. Smith shares in Q2 2024, an estimated $212K.
  • Diversify Advisory Services first reported a position in A.O. Smith in Q1 2024 and held it in 1 quarter.
  • Diversify Advisory Services's A.O. Smith position peaked at $212K in Q1 2024.
  • 641 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on Diversify Advisory Services's 13F filing for Q2 2024, filed 12 Jul 2024.