A detailed history of Wealthspire Advisors, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 2,454 shares of AOS stock, worth $169,056. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,454
Previous 2,452 0.08%
Holding current value
$169,056
Previous $200,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$76.95 - $91.98 $153 - $183
2 Added 0.08%
2,454 $220,000
Q2 2024

Aug 08, 2024

SELL
$80.88 - $89.08 $11,646 - $12,827
-144 Reduced 5.55%
2,452 $200,000
Q1 2024

May 06, 2024

SELL
$77.09 - $89.88 $28,908 - $33,705
-375 Reduced 12.62%
2,596 $232,000
Q4 2023

Feb 06, 2024

SELL
$65.19 - $82.44 $10,691 - $13,520
-164 Reduced 5.23%
2,971 $244,000
Q3 2023

Nov 06, 2023

BUY
$64.47 - $76.64 $202,113 - $240,266
3,135 New
3,135 $207,000
Q1 2019

May 08, 2019

SELL
$42.42 - $53.34 $2,587 - $3,253
-61 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$41.41 - $53.86 $2,526 - $3,285
61 New
61 $3,000

Others Institutions Holding AOS

About SMITH A O CORP


  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $8.74B
  • Description
  • A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and...
More about AOS
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.