West Paces Advisors’s A.O. Smith AOS Stock Holding History

West Paces 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
2024 Q1	–	Sell	-17	Closed	-$1.4K	–	589
2023 Q4	$1.4K	Buy	+17	New	+$1.25K	﹤0.01%	487
2023 Q3	–	Sell	-102	Closed	-$7.42K	–	527
2023 Q2	$7.42K	Hold	102	–	–	﹤0.01%	392
2023 Q1	$7.05K	Buy	+102	New	+$6.63K	﹤0.01%	394
2022 Q3	–	Sell	-4	Closed	-$219	–	526
2022 Q2	$219	Hold	4	–	–	﹤0.01%	570
2022 Q1	$256	Buy	+4	New	+$291	﹤0.01%	567

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 $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

West Paces Advisors's AOS Position: Q1 2024 in Review

West Paces Advisors sold out of A.O. Smith (AOS) in Q1 2024, closing a stake of 17 shares — an estimated $1.4K sold.

West Paces Advisors first reported a position in AOS in Q1 2022 and held it in 5 quarters. The position peaked at $7.42K in Q2 2023. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2024.

West Paces Advisors reported no remaining A.O. Smith position as of Q1 2024 after selling out during the quarter.
West Paces Advisors sold 17 A.O. Smith shares in Q1 2024, an estimated $1.4K.
West Paces Advisors first reported a position in A.O. Smith in Q1 2022 and held it in 5 quarters.
West Paces Advisors's A.O. Smith position peaked at $7.42K in Q2 2023.
656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.