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Morton Brown Family Wealth’s A.O. Smith AOS Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-27
Closed -$1.87K – 181
2023
Q1 		$1.87K Buy
+27
New +$1.75K ﹤0.01% 201

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morton Brown Family Wealth's AOS Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 27 shares — an estimated $1.87K sold.

Morton Brown Family Wealth first reported a position in AOS in Q1 2023 and held it in 1 quarter. The position peaked at $1.87K in Q1 2023. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 27 A.O. Smith shares in Q2 2023, an estimated $1.87K.
  • Morton Brown Family Wealth first reported a position in A.O. Smith in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's A.O. Smith position peaked at $1.87K in Q1 2023.
  • 585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.