Frazier Financial Advisors’s A.O. Smith AOS Stock Holding History

Frazier Financial 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	-15	Closed	-$1.22K	–	948
2023 Q4	$1.22K	Buy	+15	New	+$1.11K	﹤0.01%	729

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

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

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

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

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

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

Frazier Financial Advisors's AOS Position: Q1 2024 in Review

Frazier Financial Advisors sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 15 shares — an estimated $1.22K sold.

Frazier Financial Advisors first reported a position in AOS in Q4 2023 and held it in 1 quarter. The position peaked at $1.22K in Q4 2023. 655 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

Frazier Financial Advisors reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
Frazier Financial Advisors sold 15 A.O. Smith shares in Q1 2024, an estimated $1.22K.
Frazier Financial Advisors first reported a position in A.O. Smith in Q4 2023 and held it in 1 quarter.
Frazier Financial Advisors's A.O. Smith position peaked at $1.22K in Q4 2023.
655 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Frazier Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.