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Kingswood Wealth Advisors’s A.O. Smith AOS Stock Holding History

Kingswood 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
2024
Q4 		– Sell
-2,975
Closed -$267K – 797
2024
Q3 		$267K Buy
2,975
+86
+3% +$7.12K 0.02% 606
2024
Q2 		$236K Sell
2,889
-105
-4% -$8.89K 0.02% 588
2024
Q1 		$268K Buy
2,994
+328
+12% +$27.1K 0.03% 516
2023
Q4 		$220K Buy
+2,666
New +$197K 0.02% 554

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
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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Kingswood Wealth Advisors's AOS Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,975 shares — an estimated $267K sold.

Kingswood Wealth Advisors first reported a position in AOS in Q4 2023 and held it in 4 quarters. The position peaked at $268K in Q1 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,975 A.O. Smith shares in Q4 2024, an estimated $267K.
  • Kingswood Wealth Advisors first reported a position in A.O. Smith in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's A.O. Smith position peaked at $268K in Q1 2024.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.