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Tradition Wealth Management’s A.O. Smith AOS Stock Holding History

Tradition Wealth Management’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
Q1 		– Sell
-1,379
Closed -$114K – 433
2023
Q4 		$114K Buy
1,379
+24
+2% +$1.77K 0.01% 431
2023
Q3 		$90K Buy
1,355
+4
+0.3% +$284 0.01% 463
2023
Q2 		$98K Buy
1,351
+52
+4% +$3.56K 0.01% 460
2023
Q1 		$90K Buy
+1,299
New +$84.4K 0.01% 469

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Tradition Wealth Management's AOS Position: Q1 2024 in Review

Tradition Wealth Management sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 1,379 shares — an estimated $114K sold.

Tradition Wealth Management first reported a position in AOS in Q1 2023 and held it in 4 quarters. The position peaked at $114K in Q4 2023. 655 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

  • Tradition Wealth Management reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,379 A.O. Smith shares in Q1 2024, an estimated $114K.
  • Tradition Wealth Management first reported a position in A.O. Smith in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's A.O. Smith position peaked at $114K in Q4 2023.
  • 655 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.