RWA
AOS icon

Redmont Wealth Advisors’s A.O. Smith AOS Stock Holding History

Redmont Wealth 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
2023
Q1 		– Sell
-6,000
Closed -$343K – 65
2022
Q4 		$343K Hold
6,000
– – 0.4% 67
2022
Q3 		$291K Hold
6,000
– – 0.38% 65
2022
Q2 		$328K Hold
6,000
– – 0.4% 61
2022
Q1 		$383K Hold
6,000
– – 0.41% 56
2021
Q4 		$515K Buy
+6,000
New +$457K 0.55% 43

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Redmont Wealth Advisors's AOS Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 6,000 shares — an estimated $343K sold.

Redmont Wealth Advisors first reported a position in AOS in Q4 2021 and held it in 5 quarters. The position peaked at $515K in Q4 2021. 545 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

  • Redmont Wealth Advisors reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 6,000 A.O. Smith shares in Q1 2023, an estimated $343K.
  • Redmont Wealth Advisors first reported a position in A.O. Smith in Q4 2021 and held it in 5 quarters.
  • Redmont Wealth Advisors's A.O. Smith position peaked at $515K in Q4 2021.
  • 545 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.