FourThought Financial’s A.O. Smith AOS Stock Holding History

FourThought Financial’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 Q3	$18K	Sell	367 -23	-6%	-$1.32K	﹤0.01%	883
2022 Q2	$21K	Sell	390 -229	-37%	-$13.7K	﹤0.01%	849
2022 Q1	$40K	Hold	619	–	–	0.01%	728
2021 Q4	$53K	Sell	619 -11	-2%	-$839	0.01%	641
2021 Q3	$38K	Sell	630 -22	-3%	-$1.54K	0.01%	767
2021 Q2	$46K	Sell	652 -106	-14%	-$7.31K	0.01%	729
2021 Q1	$51K	Hold	758	–	–	0.01%	681
2020 Q4	$41K	Buy	+758	New	+$41.8K	0.01%	708

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

BBHC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

FourThought Financial's AOS Position: Q3 2022 in Review

FourThought Financial reduced its A.O. Smith (AOS) stake by 5.9% in Q3 2022, selling an estimated $1.32K and leaving 367 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

FourThought Financial first reported a position in AOS in Q4 2020 and has held it in 8 quarters since. The position peaked at $53K in Q4 2021. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

FourThought Financial held 367 shares of A.O. Smith worth $18K as of Q3 2022.
FourThought Financial sold 23 A.O. Smith shares in Q3 2022, an estimated $1.32K.
A.O. Smith made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #883 holding.
FourThought Financial first reported a position in A.O. Smith in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's A.O. Smith position peaked at $53K in Q4 2021.
540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.