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Prestige Wealth Management Group’s A.O. Smith AOS Stock Holding History

Prestige Wealth Management Group’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
-44
Closed -$2K – 1149
2022
Q3 		$2K Buy
44
+38
+633% +$2.18K ﹤0.01% 707
2022
Q2 		$0 Sell
6
-49
-89% -$2.94K ﹤0.01% 971
2022
Q1 		$4K Sell
55
-3
-5% -$218 ﹤0.01% 647
2021
Q4 		$5K Hold
58
– – ﹤0.01% 620
2021
Q3 		$4K Hold
58
– – ﹤0.01% 669
2021
Q2 		$4K Hold
58
– – ﹤0.01% 665
2021
Q1 		$4K Buy
58
+52
+867% +$3.16K ﹤0.01% 648
2020
Q4 		$0 Buy
+6
New +$331 ﹤0.01% 933
2019
Q1 		– Sell
-24
Closed -$1K – 527
2018
Q4 		$1K Buy
+24
New +$1.1K ﹤0.01% 944

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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Prestige Wealth Management Group's AOS Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of A.O. Smith (AOS) in Q4 2022, closing a stake of 44 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in AOS in Q4 2018 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 532 funds tracked by Wall St. Rank hold AOS as of Q4 2022.

  • Prestige Wealth Management Group reported no remaining A.O. Smith position as of Q4 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 44 A.O. Smith shares in Q4 2022, an estimated $2K.
  • Prestige Wealth Management Group first reported a position in A.O. Smith in Q4 2018 and held it in 9 quarters.
  • Prestige Wealth Management Group's A.O. Smith position peaked at $5K in Q4 2021.
  • 532 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.