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

TCI 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 Q2	–	Sell	-95	Closed	-$6.57K	–	319
2023 Q1	$6.57K	Sell	95 -1	-1%	-$65	﹤0.01%	1340
2022 Q4	$5.5K	Buy	96 +1	+1%	+$56	﹤0.01%	1463
2022 Q3	$5K	Sell	95 -151	-61%	-$8.67K	﹤0.01%	1413
2022 Q2	$13K	Sell	246 -2	-0.8%	-$120	﹤0.01%	834
2022 Q1	$16K	Buy	248 +2	+0.8%	+$146	﹤0.01%	787
2021 Q4	$21K	Hold	246	–	–	﹤0.01%	675
2021 Q3	$15K	Hold	246	–	–	﹤0.01%	812
2021 Q2	$18K	Hold	246	–	–	﹤0.01%	644
2021 Q1	$17K	Hold	246	–	–	0.01%	621
2020 Q4	$13K	Sell	246 -13	-5%	-$717	0.01%	577
2020 Q3	$14K	Buy	259 +97	+60%	+$4.84K	0.01%	509
2020 Q2	$8K	Buy	162 +76	+88%	+$3.32K	﹤0.01%	614
2020 Q1	$3K	Buy	+86	New	+$3.67K	﹤0.01%	827

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

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

Geode Capital Management

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

ProShare Advisors

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

Macquarie Group

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

First Trust Advisors

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