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

Janiczek 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
2024 Q2	$20.4K	Hold	250	–	–	﹤0.01%	557
2024 Q1	$22.4K	Hold	250	–	–	﹤0.01%	550
2023 Q4	$20.6K	Hold	250	–	–	0.01%	538
2023 Q3	$16.5K	Hold	250	–	–	﹤0.01%	548
2023 Q2	$18.2K	Hold	250	–	–	0.01%	475
2023 Q1	$16.8K	Hold	250	–	–	﹤0.01%	480
2022 Q4	$15.3K	Sell	250 -5	-2%	-$280	﹤0.01%	490
2022 Q3	$13K	Sell	255 -75	-23%	-$4.31K	﹤0.01%	502
2022 Q2	$21K	Buy	330 +101	+44%	+$6.06K	0.01%	461
2022 Q1	$15K	Sell	229 -12	-5%	-$873	﹤0.01%	499
2021 Q4	$21K	Sell	241 -31	-11%	-$2.36K	0.01%	467
2021 Q3	$17K	Buy	272 +20	+8%	+$1.4K	0.01%	480
2021 Q2	$18K	Buy	252 +42	+20%	+$2.9K	0.01%	448
2021 Q1	$14K	Buy	210 +53	+34%	+$3.22K	0.01%	464
2020 Q4	$9K	Buy	157 +100	+175%	+$5.51K	﹤0.01%	486
2020 Q3	$3K	Buy	+57	New	+$2.85K	﹤0.01%	423

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

Janiczek Wealth Management's AOS Position: Q2 2024 in Review

Janiczek Wealth Management held its A.O. Smith (AOS) position steady in Q2 2024 at 250 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Janiczek Wealth Management first reported a position in AOS in Q3 2020 and has held it in 16 quarters since. The position peaked at $22.4K in Q1 2024. 641 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

Janiczek Wealth Management held 250 shares of A.O. Smith worth $20.4K as of Q2 2024.
Janiczek Wealth Management left its A.O. Smith share count unchanged in Q2 2024.
A.O. Smith made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #557 holding.
Janiczek Wealth Management first reported a position in A.O. Smith in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's A.O. Smith position peaked at $22.4K in Q1 2024.
641 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.