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Plante Moran Financial Advisors’s A.O. Smith AOS Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-91
Closed -$4K – 863
2022
Q3 		$4K Buy
+91
New +$5.23K ﹤0.01% 715
2022
Q1 		– Sell
-66
Closed -$6K – 804
2021
Q4 		$6K Buy
+66
New +$5.03K ﹤0.01% 770
2017
Q2 		– Sell
-390
Closed -$20K – 832
2017
Q1 		$20K Sell
390
-118
-23% -$5.85K 0.01% 479
2016
Q4 		$24K Sell
508
-646
-56% -$31.2K 0.02% 456
2016
Q3 		$57K Buy
+1,154
New +$53.9K 0.04% 286
2016
Q1 		– Sell
-200
Closed -$8K – 857
2015
Q4 		$8K Buy
+200
New +$7.55K 0.01% 609

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return