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GPS Wealth Strategies Group’s A.O. Smith AOS Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-15
Closed -$1.01K – 1245
2023
Q3 		$1.01K Hold
15
– – ﹤0.01% 1172
2023
Q2 		$1.11K Sell
15
-29
-66% -$1.99K ﹤0.01% 1153
2023
Q1 		$3.06K Buy
+44
New +$2.86K ﹤0.01% 1060
2022
Q4 		– Sell
-54
Closed -$3K – 154
2022
Q3 		$3K Sell
54
-11
-17% -$632 ﹤0.01% 964
2022
Q2 		$4K Sell
65
-20
-24% -$1.2K ﹤0.01% 903
2022
Q1 		$5K Hold
85
– – ﹤0.01% 832
2021
Q4 		$7K Hold
85
– – ﹤0.01% 794
2021
Q3 		$5K Hold
85
– – ﹤0.01% 824
2021
Q2 		$6K Hold
85
– – ﹤0.01% 820
2021
Q1 		$5K Buy
+85
New +$5.17K ﹤0.01% 764

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GPS Wealth Strategies Group's AOS Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 15 shares — an estimated $1.01K sold.

GPS Wealth Strategies Group first reported a position in AOS in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

  • GPS Wealth Strategies Group reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 15 A.O. Smith shares in Q4 2023, an estimated $1.01K.
  • GPS Wealth Strategies Group first reported a position in A.O. Smith in Q1 2021 and held it in 10 quarters.
  • GPS Wealth Strategies Group's A.O. Smith position peaked at $7K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.