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TFO Wealth Partners’s A.O. Smith AOS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$89 – 101
2024
Q1 		$89 Hold
1
– – ﹤0.01% 658
2023
Q4 		$82 Sell
1
-7
-88% -$516 ﹤0.01% 818
2023
Q3 		$582 Buy
8
+7
+700% +$497 ﹤0.01% 418
2023
Q2 		$73 Hold
1
– – ﹤0.01% 717
2023
Q1 		$69 Sell
1
-3
-75% -$195 ﹤0.01% 709
2022
Q4 		$86 Buy
+4
New +$224 ﹤0.01% 800

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

TFO Wealth Partners's AOS Position: Q2 2024 in Review

TFO Wealth Partners sold out of A.O. Smith (AOS) in Q2 2024, closing a stake of 1 share — an estimated $89 sold.

TFO Wealth Partners first reported a position in AOS in Q4 2022 and held it in 6 quarters. The position peaked at $582 in Q3 2023. 642 funds tracked by Wall St. Rank hold AOS as of Q2 2024.

  • TFO Wealth Partners reported no remaining A.O. Smith position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 A.O. Smith share in Q2 2024, an estimated $89.
  • TFO Wealth Partners first reported a position in A.O. Smith in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's A.O. Smith position peaked at $582 in Q3 2023.
  • 642 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.