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

SeaCrest Wealth Management’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
2024 Q4	–	Sell	-2,789	Closed	-$251K	–	656
2024 Q3	$251K	Sell	2,789 -33	-1%	-$2.73K	0.03%	549
2024 Q2	$231K	Buy	2,822 +75	+3%	+$6.35K	0.03%	543
2024 Q1	$246K	Sell	2,747 -29	-1%	-$2.39K	0.03%	507
2023 Q4	$219K	Buy	+2,776	New	+$205K	0.03%	551
2023 Q3	–	Sell	-2,862	Closed	-$208K	–	622
2023 Q2	$208K	Buy	+2,862	New	+$196K	0.03%	564
2022 Q3	–	Sell	-2,503	Closed	-$137K	–	670
2022 Q2	$137K	Buy	+2,503	New	+$150K	0.02%	743
2022 Q1	–	Sell	-2,525	Closed	-$217K	–	715
2021 Q4	$217K	Buy	+2,525	New	+$192K	0.02%	620
2019 Q2	–	Sell	-76	Closed	-$4K	–	590
2019 Q1	$4K	Hold	76	–	–	﹤0.01%	1755
2018 Q4	$3K	Buy	+76	New	+$3.5K	﹤0.01%	1804

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return