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Unique Wealth Strategies’s A.O. Smith AOS Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-12
Closed -$1.07K – 234
2024
Q2 		$1.07K Buy
+12
New +$1.02K ﹤0.01% 544
2024
Q1 		– Sell
-9,058
Closed -$747K – 183
2023
Q4 		$747K Buy
+9,058
New +$668K 0.5% 70

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Unique Wealth Strategies's AOS Position: Q3 2024 in Review

Unique Wealth Strategies sold out of A.O. Smith (AOS) in Q3 2024, closing a stake of 12 shares — an estimated $1.07K sold.

Unique Wealth Strategies first reported a position in AOS in Q4 2023 and held it in 2 quarters. The position peaked at $747K in Q4 2023. 652 funds tracked by Wall St. Rank hold AOS as of Q3 2024.

  • Unique Wealth Strategies reported no remaining A.O. Smith position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 12 A.O. Smith shares in Q3 2024, an estimated $1.07K.
  • Unique Wealth Strategies first reported a position in A.O. Smith in Q4 2023 and held it in 2 quarters.
  • Unique Wealth Strategies's A.O. Smith position peaked at $747K in Q4 2023.
  • 652 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.