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U.S. Capital Wealth Advisors’s A.O. Smith AOS Stock Holding History

U.S. Capital 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
Q1 		– Sell
-559
Closed -$32K – 682
2022
Q4 		$32K Buy
+559
New +$31.3K ﹤0.01% 991

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's AOS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of A.O. Smith (AOS) in Q1 2023, closing a stake of 559 shares — an estimated $32K sold.

U.S. Capital Wealth Advisors first reported a position in AOS in Q4 2022 and held it in 1 quarter. The position peaked at $32K in Q4 2022. 544 funds tracked by Wall St. Rank hold AOS as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining A.O. Smith position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 559 A.O. Smith shares in Q1 2023, an estimated $32K.
  • U.S. Capital Wealth Advisors first reported a position in A.O. Smith in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's A.O. Smith position peaked at $32K in Q4 2022.
  • 544 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.