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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

TCI Wealth Advisors's AOS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 95 shares — an estimated $6.57K sold.

TCI Wealth Advisors first reported a position in AOS in Q1 2020 and held it in 13 quarters. The position peaked at $21K in Q4 2021. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

TCI Wealth Advisors reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 95 A.O. Smith shares in Q2 2023, an estimated $6.57K.
TCI Wealth Advisors first reported a position in A.O. Smith in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's A.O. Smith position peaked at $21K in Q4 2021.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.