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Moisand Fitzgerald Tamayo’s A.O. Smith AOS Stock Holding History

Moisand Fitzgerald Tamayo’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 		– Sell
-10
Closed – – 775
2022
Q3 		$0 Sell
10
-21
-68% -$1.21K ﹤0.01% 694
2022
Q2 		$2K Sell
31
-8
-21% -$480 ﹤0.01% 390
2022
Q1 		$2K Buy
+39
New +$2.84K ﹤0.01% 358

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
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

Moisand Fitzgerald Tamayo's AOS Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 10 shares.

Moisand Fitzgerald Tamayo first reported a position in AOS in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 10 A.O. Smith shares in Q4 2022.
  • Moisand Fitzgerald Tamayo first reported a position in A.O. Smith in Q1 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's A.O. Smith position peaked at $2K in Q2 2022.
  • 532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.