Laird Norton Wetherby Trust Company’s A.O. Smith AOS Stock Holding History

Laird Norton Wetherby Trust Company’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 Q4	–	Sell	-7,000	Closed	-$463K	–	96
2023 Q3	$463K	Hold	7,000	–	–	0.06%	68
2023 Q2	$509K	Hold	7,000	–	–	0.06%	63
2023 Q1	$484K	Hold	7,000	–	–	0.06%	65
2022 Q4	$401K	Buy	+7,000	New	+$391K	0.06%	66
2022 Q3	–	Sell	-7,000	Closed	-$382K	–	74
2022 Q2	$382K	Hold	7,000	–	–	0.05%	72
2022 Q1	$447K	Hold	7,000	–	–	0.04%	116
2021 Q4	$600K	Hold	7,000	–	–	0.06%	100
2021 Q3	$427K	Hold	7,000	–	–	0.04%	109
2021 Q2	$504K	Sell	7,000 -500	-7%	-$34.5K	0.05%	87
2021 Q1	$411K	Hold	7,500	–	–	0.05%	104
2020 Q4	$411K	Buy	+7,500	New	+$413K	0.05%	103

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return