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

Friedenthal 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
2023 Q2	–	Sell	-9,483	Closed	-$656K	–	106
2023 Q1	$656K	Buy	+9,483	New	+$616K	0.46%	75

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Friedenthal Financial's AOS Position: Q2 2023 in Review

Friedenthal Financial sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 9,483 shares — an estimated $656K sold.

Friedenthal Financial first reported a position in AOS in Q1 2023 and held it in 1 quarter. The position peaked at $656K in Q1 2023. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

Friedenthal Financial reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
Friedenthal Financial sold 9,483 A.O. Smith shares in Q2 2023, an estimated $656K.
Friedenthal Financial first reported a position in A.O. Smith in Q1 2023 and held it in 1 quarter.
Friedenthal Financial's A.O. Smith position peaked at $656K in Q1 2023.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Friedenthal Financial's 13F filing for Q2 2023, filed 21 Jul 2023.