Moneta Group Investment Advisors’s A.O. Smith AOS Stock Holding History

Moneta Group Investment 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	-2,719	Closed	-$244K	–	665
2024 Q3	$244K	Buy	2,719 +13	+0.5%	+$1.08K	﹤0.01%	573
2024 Q2	$221K	Sell	2,706 -5	-0.2%	-$423	﹤0.01%	558
2024 Q1	$243K	Buy	2,711 +24	+0.9%	+$1.98K	﹤0.01%	536
2023 Q4	$222K	Buy	+2,687	New	+$198K	﹤0.01%	513
2022 Q1	–	Sell	-2,784	Closed	-$239K	–	450
2021 Q4	$239K	Buy	+2,784	New	+$212K	0.01%	424
2021 Q1	–	Sell	-3,776	Closed	-$207K	–	421
2020 Q4	$207K	Sell	3,776 -12	-0.3%	-$661	0.01%	298
2020 Q3	$200K	Buy	+3,788	New	+$189K	0.02%	262

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Moneta Group Investment Advisors's AOS Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,719 shares — an estimated $244K sold.

Moneta Group Investment Advisors first reported a position in AOS in Q3 2020 and held it in 7 quarters. The position peaked at $244K in Q3 2024. 642 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

Moneta Group Investment Advisors reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,719 A.O. Smith shares in Q4 2024, an estimated $244K.
Moneta Group Investment Advisors first reported a position in A.O. Smith in Q3 2020 and held it in 7 quarters.
Moneta Group Investment Advisors's A.O. Smith position peaked at $244K in Q3 2024.
642 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.