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

TriaGen 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
2023 Q4	–	Sell	-11,848	Closed	-$784K	–	161
2023 Q3	$784K	Buy	+11,848	New	+$841K	0.4%	63

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TriaGen Wealth Management's AOS Position: Q4 2023 in Review

TriaGen Wealth Management sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 11,848 shares — an estimated $784K sold.

TriaGen Wealth Management first reported a position in AOS in Q3 2023 and held it in 1 quarter. The position peaked at $784K in Q3 2023. 631 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

TriaGen Wealth Management reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
TriaGen Wealth Management sold 11,848 A.O. Smith shares in Q4 2023, an estimated $784K.
TriaGen Wealth Management first reported a position in A.O. Smith in Q3 2023 and held it in 1 quarter.
TriaGen Wealth Management's A.O. Smith position peaked at $784K in Q3 2023.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.