JP Morgan Private Wealth Advisors’s A.O. Smith AOS Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$574K	Sell	8,686 -422	-5%	-$30K	﹤0.01%	1192
2023 Q2	$663K	Sell	9,108 -2,723	-23%	-$186K	﹤0.01%	916
2023 Q1	$818K	Sell	11,831 -6,272	-35%	-$408K	﹤0.01%	1263
2022 Q4	$1.04M	Buy	18,103 +6,265	+53%	+$350K	﹤0.01%	1123
2022 Q3	$575K	Sell	11,838 -84	-0.7%	-$4.82K	﹤0.01%	1398
2022 Q2	$652K	Buy	11,922 +172	+1%	+$10.3K	﹤0.01%	1342
2022 Q1	$751K	Buy	11,750 +1,791	+18%	+$130K	﹤0.01%	1342
2021 Q4	$855K	Buy	9,959 +504	+5%	+$38.4K	﹤0.01%	1324
2021 Q3	$577K	Buy	9,455 +553	+6%	+$38.6K	﹤0.01%	1443
2021 Q2	$641K	Buy	8,902 +2,593	+41%	+$179K	﹤0.01%	1392
2021 Q1	$427K	Sell	6,309 -2,540	-29%	-$154K	﹤0.01%	1382
2020 Q4	$485K	Buy	8,849 +3,610	+69%	+$199K	﹤0.01%	1301
2020 Q3	$277K	Sell	5,239 -211	-4%	-$10.5K	﹤0.01%	1393
2020 Q2	$257K	Sell	5,450 -205	-4%	-$8.95K	﹤0.01%	1367
2020 Q1	$214K	Sell	5,655 -453	-7%	-$19.3K	﹤0.01%	1272
2019 Q4	$291K	Buy	6,108 +621	+11%	+$30.1K	﹤0.01%	1254
2019 Q3	$262K	Buy	+5,487	New	+$254K	﹤0.01%	1242
2017 Q2	–	Sell	-7,334	Closed	-$375K	–	1239
2017 Q1	$375K	Sell	7,334 -948	-11%	-$47K	﹤0.01%	975
2016 Q4	$393K	Buy	8,282 +438	+6%	+$21.1K	﹤0.01%	892
2016 Q3	$387K	Hold	7,844	–	–	﹤0.01%	883
2016 Q2	$346K	Sell	7,844 -512	-6%	-$20.7K	﹤0.01%	916
2016 Q1	$319K	Buy	8,356 +2,838	+51%	+$99.2K	﹤0.01%	926
2015 Q4	$212K	Buy	+5,518	New	+$208K	﹤0.01%	998
2015 Q3	–	Sell	-13,454	Closed	-$484K	–	1058
2015 Q2	$484K	Sell	13,454 -142	-1%	-$4.89K	0.01%	688
2015 Q1	$447K	Sell	13,596 -384	-3%	-$11.7K	0.01%	753
2014 Q4	$394K	Sell	13,980 -444	-3%	-$11.6K	﹤0.01%	796
2014 Q3	$341K	Buy	14,424 +2,988	+26%	+$72.5K	﹤0.01%	806
2014 Q2	$283K	Buy	11,436 +382	+3%	+$9.17K	﹤0.01%	725
2014 Q1	$254K	Buy	+11,054	New	+$269K	﹤0.01%	758

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Private Wealth Advisors's AOS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its A.O. Smith (AOS) stake by 4.6% in Q3 2023, selling an estimated $30K and leaving 8,686 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

JP Morgan Private Wealth Advisors first reported a position in AOS in Q1 2014 and has held it in 29 quarters since. The position peaked at $1.04M in Q4 2022. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

JP Morgan Private Wealth Advisors held 8,686 shares of A.O. Smith worth $574K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 422 A.O. Smith shares in Q3 2023, an estimated $30K.
A.O. Smith made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1192 holding.
JP Morgan Private Wealth Advisors first reported a position in A.O. Smith in Q1 2014 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's A.O. Smith position peaked at $1.04M in Q4 2022.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.