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

Kingsview 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
Q3 		– Sell
-25,375
Closed -$2.08M – 1089
2024
Q2 		$2.08M Buy
+25,375
New +$2.15M 0.05% 338
2021
Q4 		– Sell
-11,041
Closed -$674K – 954
2021
Q3 		$674K Buy
+11,041
New +$771K 0.03% 479

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kingsview Wealth Management's AOS Position: Q3 2024 in Review

Kingsview Wealth Management sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 25,375 shares — an estimated $2.08M sold.

Kingsview Wealth Management first reported a position in AOS in Q3 2021 and held it in 2 quarters. The position peaked at $2.08M in Q2 2024. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • Kingsview Wealth Management reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 25,375 A.O. Smith shares in Q3 2024, an estimated $2.08M.
  • Kingsview Wealth Management first reported a position in A.O. Smith in Q3 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's A.O. Smith position peaked at $2.08M in Q2 2024.
  • 652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.