Values First Advisors’s A.O. Smith AOS Stock Holding History

Values First 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 Q2	–	Sell	-43	Closed	-$2.98K	–	177
2023 Q1	$2.98K	Buy	+43	New	+$2.79K	﹤0.01%	272

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Values First Advisors's AOS Position: Q2 2023 in Review

Values First Advisors sold out of A.O. Smith (AOS) in Q2 2023, closing a stake of 43 shares — an estimated $2.98K sold.

Values First Advisors first reported a position in AOS in Q1 2023 and held it in 1 quarter. The position peaked at $2.98K in Q1 2023. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

Values First Advisors reported no remaining A.O. Smith position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 43 A.O. Smith shares in Q2 2023, an estimated $2.98K.
Values First Advisors first reported a position in A.O. Smith in Q1 2023 and held it in 1 quarter.
Values First Advisors's A.O. Smith position peaked at $2.98K in Q1 2023.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.