A detailed history of Beverly Hills Private Wealth, LLC transactions in Smith A O Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 6,556 shares of AOS stock, worth $448,627. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,556
Previous 7,794 15.88%
Holding current value
$448,627
Previous $637 Million 7.61%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Nov 12, 2024

SELL
$76.95 - $91.98 $95,264 - $113,871
-1,238 Reduced 15.88%
6,556 $589 Million
Q2 2024

Aug 07, 2024

SELL
$80.88 - $89.08 $42,623 - $46,945
-527 Reduced 6.33%
7,794 $637 Million
Q1 2024

May 08, 2024

SELL
$77.09 - $89.88 $49,029 - $57,163
-636 Reduced 7.1%
8,321 $744 Million
Q4 2023

Jan 29, 2024

SELL
$65.19 - $82.44 $49,479 - $62,571
-759 Reduced 7.81%
8,957 $738 Million
Q3 2023

Nov 08, 2023

SELL
$64.47 - $76.64 $634,836 - $754,674
-9,847 Reduced 50.33%
9,716 $643 Million
Q2 2023

Aug 09, 2023

BUY
$63.94 - $72.78 $638,440 - $726,708
9,985 Added 104.25%
19,563 $1.42 Billion
Q1 2023

May 03, 2023

BUY
$57.79 - $70.4 $101,941 - $124,185
1,764 Added 22.57%
9,578 $662 Million
Q4 2022

Feb 13, 2023

BUY
$48.76 - $61.92 $381,010 - $483,842
7,814 New
7,814 $447 Million

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 $8.68B
  • 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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.