TAP Consulting’s A.O. Smith AOS Stock Holding History

TAP Consulting’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
2022 Q4	–	Sell	-14,075	Closed	-$684K	–	126
2022 Q3	$684K	Sell	14,075 -47,382	-77%	-$2.72M	0.18%	83
2022 Q2	$3.36M	Sell	61,457 -24,054	-28%	-$1.44M	0.93%	37
2022 Q1	$5.46M	Buy	85,511 +923	+1%	+$67.2K	1.43%	26
2021 Q4	$7.26M	Buy	84,588 +9,768	+13%	+$745K	1.66%	21
2021 Q3	$4.57M	Buy	74,820 +2,520	+3%	+$176K	1.23%	32
2021 Q2	$5.21M	Sell	72,300 -649	-0.9%	-$44.8K	1.46%	23
2021 Q1	$4.93M	Buy	72,949 +6,839	+10%	+$416K	1.53%	20
2020 Q4	$3.62M	Sell	66,110 -5,766	-8%	-$318K	1.31%	25
2020 Q3	$3.79M	Buy	71,876 +7,257	+11%	+$362K	1.49%	23
2020 Q2	$3.04M	Buy	64,619 +12,028	+23%	+$525K	1.5%	28
2020 Q1	$1.99M	Buy	52,591 +6,225	+13%	+$265K	1.34%	29
2019 Q4	$2.21M	Buy	46,366 +5,045	+12%	+$245K	1.23%	31
2019 Q3	$1.97M	Buy	+41,321	New	+$1.91M	1.16%	34
2019 Q1	$1.7M	Buy	+31,907	New	+$1.59M	1.29%	27

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

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return