Evoke Wealth’s A.O. Smith AOS Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-555	Closed	-$27K	–	397
2022 Q3	$27K	Buy	555 +96	+21%	+$5.51K	﹤0.01%	597
2022 Q2	$25K	Buy	459 +33	+8%	+$1.98K	﹤0.01%	618
2022 Q1	$27K	Hold	426	–	–	﹤0.01%	602
2021 Q4	$37K	Hold	426	–	–	﹤0.01%	573
2021 Q3	$26K	Hold	426	–	–	﹤0.01%	595
2021 Q2	$31K	Sell	426 -4	-0.9%	-$276	﹤0.01%	577
2021 Q1	$29K	Hold	430	–	–	﹤0.01%	522
2020 Q4	$24K	Hold	430	–	–	﹤0.01%	472
2020 Q3	$23K	Hold	430	–	–	﹤0.01%	452
2020 Q2	$20K	Sell	430 -13	-3%	-$568	﹤0.01%	461
2020 Q1	$16.8K	Sell	443 -3	-0.7%	-$128	﹤0.01%	459
2019 Q4	$21.2K	Hold	446	–	–	﹤0.01%	576
2019 Q3	$21.3K	Buy	+446	New	+$20.6K	﹤0.01%	642

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Evoke Wealth's AOS Position: Q4 2022 in Review

Evoke Wealth sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 555 shares — an estimated $27K sold.

Evoke Wealth first reported a position in AOS in Q3 2019 and held it in 13 quarters. The position peaked at $37K in Q4 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

Evoke Wealth reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 555 A.O. Smith shares in Q4 2022, an estimated $27K.
Evoke Wealth first reported a position in A.O. Smith in Q3 2019 and held it in 13 quarters.
Evoke Wealth's A.O. Smith position peaked at $37K in Q4 2021.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.