Gladstone Institutional Advisory’s A.O. Smith AOS Stock Holding History

Gladstone Institutional Advisory’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	-4,282	Closed	-$296K	–	637
2023 Q1	$296K	Buy	+4,282	New	+$278K	0.02%	528

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

Gladstone Institutional Advisory's AOS Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 4,282 shares — an estimated $296K sold.

Gladstone Institutional Advisory first reported a position in AOS in Q1 2023 and held it in 1 quarter. The position peaked at $296K in Q1 2023. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

Gladstone Institutional Advisory reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 4,282 A.O. Smith shares in Q2 2023, an estimated $296K.
Gladstone Institutional Advisory first reported a position in A.O. Smith in Q1 2023 and held it in 1 quarter.
Gladstone Institutional Advisory's A.O. Smith position peaked at $296K in Q1 2023.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.