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Kapitalo Investimentos’s A.O. Smith AOS Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-1,201
Closed -$99K – 286
2023
Q4 		$99K Sell
1,201
-3,947
-77% -$291K 0.02% 389
2023
Q3 		$340K Buy
5,148
+3,744
+267% +$266K 0.05% 175
2023
Q2 		$102K Buy
+1,404
New +$96.1K 0.02% 346

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kapitalo Investimentos's AOS Position: Q1 2024 in Review

Kapitalo Investimentos sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 1,201 shares — an estimated $99K sold.

Kapitalo Investimentos first reported a position in AOS in Q2 2023 and held it in 3 quarters. The position peaked at $340K in Q3 2023. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Kapitalo Investimentos reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,201 A.O. Smith shares in Q1 2024, an estimated $99K.
  • Kapitalo Investimentos first reported a position in A.O. Smith in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's A.O. Smith position peaked at $340K in Q3 2023.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.