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

Sutton 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 Q3	$2.45K	Buy	37 +27	+270%	+$1.92K	﹤0.01%	692
2023 Q2	$728	Sell	10 -2	-17%	-$137	﹤0.01%	788
2023 Q1	$830	Sell	12 -11	-48%	-$715	﹤0.01%	743
2022 Q4	$1.32K	Hold	23	–	–	﹤0.01%	1263
2022 Q3	$1.12K	Buy	23 +13	+130%	+$747	﹤0.01%	1267
2022 Q2	$547	Sell	10 -2	-17%	-$120	﹤0.01%	1434
2022 Q1	$767	Buy	12 +2	+20%	+$146	﹤0.01%	1401
2021 Q4	$859	Hold	10	–	–	﹤0.01%	1364
2021 Q3	$611	Sell	10 -1	-9%	-$70	﹤0.01%	1270
2021 Q2	$793	Hold	11	–	–	﹤0.01%	1245
2021 Q1	$744	Hold	11	–	–	﹤0.01%	1220
2020 Q4	$603	Hold	11	–	–	﹤0.01%	1205
2020 Q3	$581	Hold	11	–	–	﹤0.01%	1168
2020 Q2	$518	Hold	11	–	–	﹤0.01%	1160
2020 Q1	$416	Buy	+11	New	+$469	﹤0.01%	1154

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sutton Wealth Advisors's AOS Position: Q3 2023 in Review

Sutton Wealth Advisors increased its A.O. Smith (AOS) stake by 270% in Q3 2023, buying an estimated $1.92K and bringing the position to 37 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Sutton Wealth Advisors first reported a position in AOS in Q1 2020 and has held it in 15 quarters since. 577 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

Sutton Wealth Advisors held 37 shares of A.O. Smith worth $2.45K as of Q3 2023.
Sutton Wealth Advisors bought 27 A.O. Smith shares in Q3 2023, an estimated $1.92K.
A.O. Smith made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #692 holding.
Sutton Wealth Advisors first reported a position in A.O. Smith in Q1 2020 and has held it in 15 quarters since.
577 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.