West Tower Group’s A.O. Smith AOS Stock Holding History

West Tower Group’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 Q4	–	Sell	-217	Closed	-$14.3K	–	515
2023 Q3	$14.3K	Sell	217 -535	-71%	-$38K	0.01%	357
2023 Q2	$54.7K	Buy	+752	New	+$51.5K	0.04%	192

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

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

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

West Tower Group's AOS Position: Q4 2023 in Review

West Tower Group sold out of A.O. Smith (AOS) in Q4 2023, closing a stake of 217 shares — an estimated $14.3K sold.

West Tower Group first reported a position in AOS in Q2 2023 and held it in 2 quarters. The position peaked at $54.7K in Q2 2023. 632 funds tracked by Wall St. Rank hold AOS as of Q4 2023.

West Tower Group reported no remaining A.O. Smith position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 217 A.O. Smith shares in Q4 2023, an estimated $14.3K.
West Tower Group first reported a position in A.O. Smith in Q2 2023 and held it in 2 quarters.
West Tower Group's A.O. Smith position peaked at $54.7K in Q2 2023.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.