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Wealth Alliance’s A.O. Smith AOS Stock Holding History

Wealth Alliance’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
Q4 		– Sell
-2,554
Closed -$229K – 494
2024
Q3 		$229K Sell
2,554
-41
-2% -$3.39K 0.03% 468
2024
Q2 		$212K Sell
2,595
-147
-5% -$12.4K 0.03% 474
2024
Q1 		$245K Buy
+2,742
New +$226K 0.03% 450
2023
Q3 		– Sell
-2,970
Closed -$216K – 493
2023
Q2 		$216K Sell
2,970
-183
-6% -$12.5K 0.03% 461
2023
Q1 		$218K Buy
+3,153
New +$205K 0.04% 457
2021
Q1 		– Sell
-3,665
Closed -$201K – 387
2020
Q4 		$201K Sell
3,665
-887
-19% -$48.9K 0.06% 369
2020
Q3 		$240K Sell
4,552
-416
-8% -$20.8K 0.09% 282
2020
Q2 		$234K Buy
+4,968
New +$217K 0.09% 261

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wealth Alliance's AOS Position: Q4 2024 in Review

Wealth Alliance sold out of A.O. Smith (AOS) in Q4 2024, closing a stake of 2,554 shares — an estimated $229K sold.

Wealth Alliance first reported a position in AOS in Q2 2020 and held it in 8 quarters. The position peaked at $245K in Q1 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2024.

  • Wealth Alliance reported no remaining A.O. Smith position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 2,554 A.O. Smith shares in Q4 2024, an estimated $229K.
  • Wealth Alliance first reported a position in A.O. Smith in Q2 2020 and held it in 8 quarters.
  • Wealth Alliance's A.O. Smith position peaked at $245K in Q1 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.