PWMG
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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 $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