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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Plante Moran Financial Advisors's AOS Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 91 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in AOS in Q4 2015 and held it in 6 quarters. The position peaked at $57K in Q3 2016. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

Plante Moran Financial Advisors reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 91 A.O. Smith shares in Q4 2022, an estimated $4K.
Plante Moran Financial Advisors first reported a position in A.O. Smith in Q4 2015 and held it in 6 quarters.
Plante Moran Financial Advisors's A.O. Smith position peaked at $57K in Q3 2016.
532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.