My Personal CFO LLC’s A.O. Smith AOS Stock Holding History

My Personal CFO LLC’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	-4	Closed	-$229	–	113
2022 Q4	$229	Buy	+4	New	+$224	﹤0.01%	879

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

My Personal CFO LLC's AOS Position: Q1 2023 in Review

My Personal CFO LLC sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 4 shares — an estimated $229 sold.

My Personal CFO LLC first reported a position in AOS in Q4 2022 and held it in 1 quarter. The position peaked at $229 in Q4 2022. 544 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

My Personal CFO LLC reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 4 A.O. Smith shares in Q1 2023, an estimated $229.
My Personal CFO LLC first reported a position in A.O. Smith in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's A.O. Smith position peaked at $229 in Q4 2022.
544 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.