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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ProShare Advisors

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

First Trust Advisors

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