Integrated Advisors Network’s A.O. Smith AOS Stock Holding History

Integrated Advisors Network’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 Q2	–	Sell	-37,687	Closed	-$3.37M	–	687
2024 Q1	$3.37M	Sell	37,687 -411	-1%	-$33.9K	0.17%	162
2023 Q4	$3.14M	Buy	+38,098	New	+$2.81M	0.18%	157
2021 Q3	–	Sell	-10,873	Closed	-$784K	–	605
2021 Q2	$784K	Buy	10,873 +993	+10%	+$68.5K	0.06%	270
2021 Q1	$668K	Buy	9,880 +5,082	+106%	+$309K	0.06%	274
2020 Q4	$263K	Buy	4,798 +1	+0%	+$55	0.03%	419
2020 Q3	$253K	Buy	+4,797	New	+$240K	0.03%	367

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Integrated Advisors Network's AOS Position: Q2 2024 in Review

Integrated Advisors Network sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 37,687 shares — an estimated $3.37M sold.

Integrated Advisors Network first reported a position in AOS in Q3 2020 and held it in 6 quarters. The position peaked at $3.37M in Q1 2024. 641 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

Integrated Advisors Network reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
Integrated Advisors Network sold 37,687 A.O. Smith shares in Q2 2024, an estimated $3.37M.
Integrated Advisors Network first reported a position in A.O. Smith in Q3 2020 and held it in 6 quarters.
Integrated Advisors Network's A.O. Smith position peaked at $3.37M in Q1 2024.
641 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on Integrated Advisors Network's 13F filing for Q2 2024, filed 9 Aug 2024.