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Iron Horse Wealth Management’s A.O. Smith AOS Stock Holding History

Iron Horse Wealth Management’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
Q3 		– Sell
-150
Closed -$8K – 141
2022
Q2 		$8K Hold
150
– – ﹤0.01% 129
2022
Q1 		$10K Buy
+150
New +$10.9K 0.01% 130

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Iron Horse Wealth Management's AOS Position: Q3 2022 in Review

Iron Horse Wealth Management sold out of A.O. Smith (AOS) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

Iron Horse Wealth Management first reported a position in AOS in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

  • Iron Horse Wealth Management reported no remaining A.O. Smith position as of Q3 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 150 A.O. Smith shares in Q3 2022, an estimated $8K.
  • Iron Horse Wealth Management first reported a position in A.O. Smith in Q1 2022 and held it in 2 quarters.
  • Iron Horse Wealth Management's A.O. Smith position peaked at $10K in Q1 2022.
  • 540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on Iron Horse Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.