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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SeaCrest Wealth Management's AOS Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,789 shares — an estimated $251K sold.

SeaCrest Wealth Management first reported a position in AOS in Q4 2018 and held it in 9 quarters. The position peaked at $251K in Q3 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

SeaCrest Wealth Management reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
SeaCrest Wealth Management sold 2,789 A.O. Smith shares in Q4 2024, an estimated $251K.
SeaCrest Wealth Management first reported a position in A.O. Smith in Q4 2018 and held it in 9 quarters.
SeaCrest Wealth Management's A.O. Smith position peaked at $251K in Q3 2024.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.