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 $5.7T AUM 30.48% 1-Year Est. Return

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return