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Householder Group Estate & Retirement Specialist’s A.O. Smith AOS Stock Holding History

Householder Group Estate & Retirement Specialist’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
-73
Closed -$4.83K – 1114
2023
Q3 		$4.83K Buy
+73
New +$5.18K ﹤0.01% 946
2023
Q1 		$5K Buy
+73
New +$4.74K ﹤0.01% 942
2022
Q4 		– Sell
-73
Closed -$3K – 374
2022
Q3 		$3K Buy
+73
New +$4.19K ﹤0.01% 910

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's AOS Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 73 shares — an estimated $4.83K sold.

Householder Group Estate & Retirement Specialist first reported a position in AOS in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2023. 631 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 73 A.O. Smith shares in Q4 2023, an estimated $4.83K.
  • Householder Group Estate & Retirement Specialist first reported a position in A.O. Smith in Q3 2022 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's A.O. Smith position peaked at $5K in Q1 2023.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.