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GYL Financial Synergies’s A.O. Smith AOS Stock Holding History

GYL Financial Synergies’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 		$279K Sell
3,108
-298
-9% -$24.7K 0.02% 305
2024
Q2 		$279K Sell
3,406
-70
-2% -$5.92K 0.02% 304
2024
Q1 		$311K Buy
3,476
+180
+5% +$14.8K 0.02% 295
2023
Q4 		$272K Buy
3,296
+192
+6% +$14.2K 0.02% 300
2023
Q3 		$205K Sell
3,104
-16
-0.5% -$1.14K 0.02% 322
2023
Q2 		$227K Buy
+3,120
New +$214K 0.02% 314

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return