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FDx Advisors’s A.O. Smith AOS Stock Holding History

FDx 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
Q1 		– Sell
-4,401
Closed -$363K – 360
2023
Q4 		$363K Sell
4,401
-747
-15% -$55.1K 0.03% 474
2023
Q3 		$340K Sell
5,148
-932
-15% -$66.2K 0.03% 436
2023
Q2 		$443K Sell
6,080
-251
-4% -$17.2K 0.02% 478
2023
Q1 		$362K Hold
6,331
– – 0.02% 496
2022
Q4 		$362K Sell
6,331
-1,351
-18% -$75.5K 0.02% 496
2022
Q3 		$373K Sell
7,682
-410
-5% -$23.5K 0.02% 480
2022
Q2 		$442K Buy
8,092
+1,493
+23% +$89.6K 0.02% 515
2022
Q1 		$422K Buy
6,599
+424
+7% +$30.9K 0.01% 547
2021
Q4 		$530K Sell
6,175
-208
-3% -$15.9K 0.01% 515
2021
Q3 		$390K Sell
6,383
-13,359
-68% -$933K 0.01% 578
2021
Q2 		$1.42M Buy
19,742
+6,316
+47% +$436K 0.05% 259
2021
Q1 		$908K Buy
13,426
+1,828
+16% +$111K 0.03% 316
2020
Q4 		$636K Buy
11,598
+2,155
+23% +$119K 0.03% 370
2020
Q3 		$499K Buy
+9,443
New +$472K 0.02% 374
2019
Q3 		– Sell
-11,008
Closed -$519K – 633
2019
Q2 		$519K Sell
11,008
-4,633
-30% -$227K 0.02% 470
2019
Q1 		$834K Buy
+15,641
New +$777K 0.03% 345
2018
Q4 		– Sell
-20,547
Closed -$1.1M – 560
2018
Q3 		$1.1M Buy
20,547
+1,729
+9% +$102K 0.04% 322
2018
Q2 		$1.11M Sell
18,818
-20,004
-52% -$1.26M 0.04% 346
2018
Q1 		$2.47M Buy
38,822
+5,754
+17% +$371K 0.07% 240
2017
Q4 		$2.03M Buy
33,068
+3,709
+13% +$225K 0.06% 308
2017
Q3 		$1.75M Buy
29,359
+3,177
+12% +$178K 0.05% 354
2017
Q2 		$1.48M Buy
26,182
+2,476
+10% +$134K 0.04% 406
2017
Q1 		$1.21M Buy
23,706
+6,244
+36% +$310K 0.04% 465
2016
Q4 		$827K Buy
+17,462
New +$842K 0.02% 582
2014
Q1 		– Sell
-19,752
Closed -$533K – 764
2013
Q4 		$533K Buy
+19,752
New +$506K 0.05% 339

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FDx Advisors's AOS Position: Q1 2024 in Review

FDx Advisors sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 4,401 shares — an estimated $363K sold.

FDx Advisors first reported a position in AOS in Q4 2013 and held it in 25 quarters. The position peaked at $2.47M in Q1 2018. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • FDx Advisors reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 4,401 A.O. Smith shares in Q1 2024, an estimated $363K.
  • FDx Advisors first reported a position in A.O. Smith in Q4 2013 and held it in 25 quarters.
  • FDx Advisors's A.O. Smith position peaked at $2.47M in Q1 2018.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.