FinTrust Capital Advisors’s A.O. Smith AOS Stock Holding History

FinTrust Capital 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 Q3	$9.88K	Hold	110	–	–	﹤0.01%	952
2024 Q2	$9K	Sell	110 -487	-82%	-$41.2K	﹤0.01%	923
2024 Q1	$53.4K	Hold	597	–	–	0.01%	498
2023 Q4	$49.2K	Hold	597	–	–	0.01%	495
2023 Q3	$39.5K	Buy	597 +515	+628%	+$36.6K	0.01%	507
2023 Q2	$4.69K	Hold	82	–	–	﹤0.01%	882
2023 Q1	$4.69K	Hold	82	–	–	﹤0.01%	876
2022 Q4	$4.69K	Buy	+82	New	+$4.58K	﹤0.01%	874
2022 Q2	–	Sell	-754	Closed	-$48K	–	1205
2022 Q1	$48K	Buy	+754	New	+$54.9K	0.01%	573
2019 Q2	–	Sell	-53	Closed	-$3K	–	1046
2019 Q1	$3K	Sell	53 -8	-13%	-$398	﹤0.01%	1019
2018 Q4	$3K	Buy	+61	New	+$2.81K	﹤0.01%	1028

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

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

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

FinTrust Capital Advisors's AOS Position: Q3 2024 in Review

FinTrust Capital Advisors held its A.O. Smith (AOS) position steady in Q3 2024 at 110 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

FinTrust Capital Advisors first reported a position in AOS in Q4 2018 and has held it in 11 quarters since. The position peaked at $53.4K in Q1 2024. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

FinTrust Capital Advisors held 110 shares of A.O. Smith worth $9.88K as of Q3 2024.
FinTrust Capital Advisors left its A.O. Smith share count unchanged in Q3 2024.
A.O. Smith made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #952 holding.
FinTrust Capital Advisors first reported a position in A.O. Smith in Q4 2018 and has held it in 11 quarters since.
FinTrust Capital Advisors's A.O. Smith position peaked at $53.4K in Q1 2024.
653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.