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Wipfli Financial Advisors’s A.O. Smith AOS Stock Holding History

Wipfli Financial 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
2022
Q3 		$31K Buy
+637
New +$36.6K ﹤0.01% 1342

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 $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wipfli Financial Advisors's AOS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in A.O. Smith (AOS) in Q3 2022: 637 shares worth $31K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings.

540 funds tracked by Wall St. Rank hold AOS as of Q3 2022.

  • Wipfli Financial Advisors held 637 shares of A.O. Smith worth $31K as of Q3 2022.
  • A.O. Smith was a new Wipfli Financial Advisors position in Q3 2022.
  • A.O. Smith made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1342 holding.
  • 540 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.