Fiduciary Alliance’s A.O. Smith AOS Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-172	Closed	-$12.5K	–	208
2023 Q2	$12.5K	Buy	+172	New	+$11.8K	﹤0.01%	517

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 $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fiduciary Alliance's AOS Position: Q3 2023 in Review

Fiduciary Alliance sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 172 shares — an estimated $12.5K sold.

Fiduciary Alliance first reported a position in AOS in Q2 2023 and held it in 1 quarter. The position peaked at $12.5K in Q2 2023. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

Fiduciary Alliance reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 172 A.O. Smith shares in Q3 2023, an estimated $12.5K.
Fiduciary Alliance first reported a position in A.O. Smith in Q2 2023 and held it in 1 quarter.
Fiduciary Alliance's A.O. Smith position peaked at $12.5K in Q2 2023.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.