Snowden Capital Advisors’s A.O. Smith AOS Stock Holding History

Snowden Capital 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
2025 Q1	–	Sell	-7,280	Closed	-$497K	–	1197
2024 Q4	$497K	Buy	7,280 +345	+5%	+$26.1K	0.02%	771
2024 Q3	$623K	Sell	6,935 -231	-3%	-$19.1K	0.02%	677
2024 Q2	$586K	Sell	7,166 -258	-3%	-$21.8K	0.02%	674
2024 Q1	$664K	Sell	7,424 -84	-1%	-$6.93K	0.02%	637
2023 Q4	$619K	Sell	7,508 -322	-4%	-$23.7K	0.02%	605
2023 Q3	$518K	Sell	7,830 -394	-5%	-$28K	0.02%	639
2023 Q2	$599K	Buy	8,224 +22	+0.3%	+$1.51K	0.02%	650
2023 Q1	$567K	Buy	8,202 +238	+3%	+$15.5K	0.02%	670
2022 Q4	$456K	Buy	7,964 +645	+9%	+$36.1K	0.02%	744
2022 Q3	$355K	Buy	7,319 +1,817	+33%	+$104K	0.02%	820
2022 Q2	$300K	Buy	+5,502	New	+$330K	0.01%	862
2017 Q1	–	Sell	-27,222	Closed	-$1.29M	–	340
2016 Q4	$1.29M	Buy	27,222 +254	+0.9%	+$12.3K	0.32%	104
2016 Q3	$1.33M	Buy	26,968 +42	+0.2%	+$1.96K	0.36%	94
2016 Q2	$1.19M	Buy	26,926 +332	+1%	+$13.4K	0.36%	99
2016 Q1	$1.01M	Buy	+26,594	New	+$930K	0.35%	110

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return