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Laurel Wealth Advisors (California)’s A.O. Smith AOS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$220K Buy
+3,842
New +$215K 0.02% 605
2022
Q3 		– Sell
-4,092
Closed -$224K – 618
2022
Q2 		$224K Sell
4,092
-1,429
-26% -$85.7K 0.02% 597
2022
Q1 		$353K Sell
5,521
-92
-2% -$6.7K 0.03% 532
2021
Q4 		$482K Buy
+5,613
New +$428K 0.04% 459

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 $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Laurel Wealth Advisors (California)'s AOS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in A.O. Smith (AOS) in Q4 2022: 3,842 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #605 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in AOS as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in AOS in Q4 2021 and has held it in 4 quarters since. The position peaked at $482K in Q4 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,842 shares of A.O. Smith worth $220K as of Q4 2022.
  • A.O. Smith was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • A.O. Smith made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #605 holding.
  • Laurel Wealth Advisors (California) first reported a position in A.O. Smith in Q4 2021 and has held it in 4 quarters since.
  • Laurel Wealth Advisors (California)'s A.O. Smith position peaked at $482K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.