Freedom Wealth Alliance’s A.O. Smith AOS Stock Holding History

Freedom Wealth 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 Q1	–	Sell	-150	Closed	-$8.59K	–	89
2022 Q4	$8.59K	Buy	+150	New	+$8.39K	0.01%	302

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

BBHC

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Freedom Wealth Alliance's AOS Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 150 shares — an estimated $8.59K sold.

Freedom Wealth Alliance first reported a position in AOS in Q4 2022 and held it in 1 quarter. The position peaked at $8.59K in Q4 2022. 544 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

Freedom Wealth Alliance reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 150 A.O. Smith shares in Q1 2023, an estimated $8.59K.
Freedom Wealth Alliance first reported a position in A.O. Smith in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's A.O. Smith position peaked at $8.59K in Q4 2022.
544 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.