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Money Concepts Capital’s A.O. Smith AOS Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-300
Closed -$17.2K – 580
2022
Q4 		$17.2K Buy
300
+285
+1,900% +$15.9K ﹤0.01% 1750
2022
Q3 		$1K Buy
+15
New +$861 ﹤0.01% 1434
2022
Q2 		– Sell
-4
Closed – – 1489
2022
Q1 		$0 Buy
+4
New +$291 ﹤0.01% 2659

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Money Concepts Capital's AOS Position: Q1 2023 in Review

Money Concepts Capital sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 300 shares — an estimated $17.2K sold.

Money Concepts Capital first reported a position in AOS in Q1 2022 and held it in 3 quarters. The position peaked at $17.2K in Q4 2022. 545 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

  • Money Concepts Capital reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 300 A.O. Smith shares in Q1 2023, an estimated $17.2K.
  • Money Concepts Capital first reported a position in A.O. Smith in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's A.O. Smith position peaked at $17.2K in Q4 2022.
  • 545 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.