Glen Eagle Advisors’s A.O. Smith AOS Stock Holding History

Glen Eagle 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 Q3	–	Sell	-508	Closed	-$41.5K	–	1160
2024 Q2	$41.5K	Hold	508	–	–	0.01%	435
2024 Q1	$45.4K	Hold	508	–	–	0.01%	421
2023 Q4	$41.9K	Hold	508	–	–	0.01%	415
2023 Q3	$33.6K	Hold	508	–	–	0.01%	430
2023 Q2	$37K	Hold	508	–	–	0.01%	416
2023 Q1	$35.1K	Hold	508	–	–	0.01%	420
2022 Q4	$29.1K	Hold	508	–	–	0.01%	435
2022 Q3	$24.7K	Hold	508	–	–	0.01%	454
2022 Q2	$27.8K	Hold	508	–	–	0.01%	445
2022 Q1	$32.5K	Hold	508	–	–	0.01%	440
2021 Q4	$43.6K	Hold	508	–	–	0.01%	387
2021 Q3	$31K	Hold	508	–	–	0.01%	461
2021 Q2	$36.6K	Hold	508	–	–	0.01%	432
2021 Q1	$34.3K	Hold	508	–	–	0.01%	410
2020 Q4	$27.8K	Hold	508	–	–	0.01%	430
2020 Q3	$26.8K	Buy	+508	New	+$25.4K	0.01%	411

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Glen Eagle Advisors's AOS Position: Q3 2024 in Review

Glen Eagle Advisors sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 508 shares — an estimated $41.5K sold.

Glen Eagle Advisors first reported a position in AOS in Q3 2020 and held it in 16 quarters. The position peaked at $45.4K in Q1 2024. 653 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

Glen Eagle Advisors reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
Glen Eagle Advisors sold 508 A.O. Smith shares in Q3 2024, an estimated $41.5K.
Glen Eagle Advisors first reported a position in A.O. Smith in Q3 2020 and held it in 16 quarters.
Glen Eagle Advisors's A.O. Smith position peaked at $45.4K in Q1 2024.
653 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Glen Eagle Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.