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Heritage Wealth Management (Arizona)’s A.O. Smith AOS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$4.46K Buy
78
+39
+100% +$2.18K ﹤0.01% 899
2022
Q3 		$2K Buy
+39
New +$2.24K ﹤0.01% 858
2021
Q2 		– Sell
-1,457
Closed -$99K – 896
2021
Q1 		$99K Buy
+1,457
New +$88.6K 0.06% 251

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
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s AOS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its A.O. Smith (AOS) stake by 100% in Q4 2022, buying an estimated $2.18K and bringing the position to 78 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Heritage Wealth Management (Arizona) first reported a position in AOS in Q1 2021 and has held it in 3 quarters since. The position peaked at $99K in Q1 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 78 shares of A.O. Smith worth $4.46K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 39 A.O. Smith shares in Q4 2022, an estimated $2.18K.
  • A.O. Smith made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #899 holding.
  • Heritage Wealth Management (Arizona) first reported a position in A.O. Smith in Q1 2021 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s A.O. Smith position peaked at $99K in Q1 2021.
  • 532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.