TRUADVICE’s A.O. Smith AOS Stock Holding History

TRUADVICE’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 Q3	–	Sell	-3,103	Closed	-$223K	–	232
2023 Q2	$223K	Sell	3,103 -394	-11%	-$27K	0.08%	234
2023 Q1	$239K	Buy	+3,497	New	+$227K	0.09%	222

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

TRUADVICE's AOS Position: Q3 2023 in Review

TRUADVICE sold out of A.O. Smith (AOS) in Q3 2023, closing a stake of 3,103 shares — an estimated $223K sold.

TRUADVICE first reported a position in AOS in Q1 2023 and held it in 2 quarters. The position peaked at $239K in Q1 2023. 576 funds tracked by Wall St. Rank hold AOS as of Q3 2023.

TRUADVICE reported no remaining A.O. Smith position as of Q3 2023 after selling out during the quarter.
TRUADVICE sold 3,103 A.O. Smith shares in Q3 2023, an estimated $223K.
TRUADVICE first reported a position in A.O. Smith in Q1 2023 and held it in 2 quarters.
TRUADVICE's A.O. Smith position peaked at $239K in Q1 2023.
576 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.