Ifp Advisors, Inc Smith A O Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Smith A O Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 5,969 shares of AOS stock, worth $428,275. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,969

Previous 3,203 86.36%

Holding current value

$428,275

Previous $286,000 70.63%

% of portfolio

0.02%

Previous 0.01%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$80.88 - $89.08 $223,714 - $246,395	2,766 Added 86.36%	5,969 $488,000
Q1 2024 Jul 30, 2024	SELL	$77.09 - $89.88 $14,338 - $16,717	-186 Reduced 5.49%	3,203 $286,000
Q4 2023 Jan 09, 2024	BUY	$65.19 - $82.44 $4,498 - $5,688	69 Added 2.08%	3,389 $279,000
Q3 2023 Oct 12, 2023	BUY	$64.47 - $76.64 $322 - $383	5 Added 0.15%	3,320 $219,000
Q2 2023 Aug 04, 2023	SELL	$63.94 - $72.78 $1,023 - $1,164	-16 Reduced 0.48%	3,315 $241,000
Q1 2023 Apr 18, 2023	SELL	$57.79 - $70.4 $44,960 - $54,771	-778 Reduced 18.93%	3,331 $230,000
Q4 2022 Feb 07, 2023	BUY	$48.76 - $61.92 $11,458 - $14,551	235 Added 6.07%	4,109 $264,000
Q3 2022 Nov 08, 2022	BUY	$48.58 - $64.33 $33,325 - $44,130	686 Added 21.52%	3,874 $248,000
Q2 2022 Sep 06, 2022	BUY	$52.89 - $67.06 $168,613 - $213,787	3,188 New	3,188 $205,000
Q2 2022 Aug 12, 2022	SELL	$52.89 - $67.06 $168,613 - $213,787	-3,188 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$63.89 - $84.96 $26,450 - $35,173	414 Added 14.92%	3,188 $203,000
Q1 2022 Aug 08, 2022	BUY	$63.89 - $84.96 $1,788 - $2,378	28 Added 1.02%	2,774 $177,000
Q4 2021 Jan 12, 2022	SELL	$61.17 - $85.85 $1,101 - $1,545	-18 Reduced 0.65%	2,746 $236,000
Q3 2021 Oct 06, 2021	SELL	$61.07 - $73.71 $3,236 - $3,906	-53 Reduced 1.88%	2,764 $171,000
Q2 2021 Jul 13, 2021	SELL	$66.05 - $72.25 $9,841 - $10,765	-149 Reduced 5.02%	2,817 $201,000
Q1 2021 Apr 30, 2021	BUY	$53.19 - $69.49 $21,116 - $27,587	397 Added 15.45%	2,966 $199,000
Q4 2020 Jan 25, 2021	BUY	$51.46 - $57.96 $10,703 - $12,055	208 Added 8.81%	2,569 $144,000
Q3 2020 Oct 29, 2020	SELL	$46.3 - $53.73 $5,370 - $6,232	-116 Reduced 4.68%	2,361 $123,000
Q2 2020 Aug 05, 2020	BUY	$35.61 - $52.0 $19,514 - $28,496	548 Added 28.41%	2,477 $114,000
Q1 2020 May 12, 2020	SELL	$34.75 - $48.54 $3,718 - $5,193	-107 Reduced 5.26%	1,929 $74,000
Q4 2019 Jan 17, 2020	SELL	$45.0 - $52.08 $2,250 - $2,604	-50 Reduced 2.4%	2,036 $97,000
Q3 2019 Nov 07, 2019	BUY	$43.41 - $51.71 $84,953 - $101,196	1,957 Added 1517.05%	2,086 $99,000
Q1 2019 May 15, 2019	SELL	$42.42 - $53.34 $52,770 - $66,354	-1,244 Reduced 90.6%	129 $8,000
Q4 2018 Jan 23, 2019	SELL	$41.41 - $53.86 $470,127 - $611,472	-11,353 Reduced 89.21%	1,373 $58,000
Q3 2018 Oct 25, 2018	SELL	$53.37 - $61.39 $13,235 - $15,224	-248 Reduced 1.91%	12,726 $0
Q2 2018 Aug 07, 2018	BUY	$58.54 - $65.86 $133,939 - $150,687	2,288 Added 21.41%	12,974 $0
Q1 2018 Jun 03, 2019	SELL	$60.24 - $67.84 $95,239 - $107,255	-1,581 Reduced 12.89%	10,686 $655,000
Q1 2018 May 09, 2018	BUY	$60.24 - $67.84 $95,239 - $107,255	1,581 Added 14.8%	12,267 $0
Q4 2017 Jan 24, 2018	BUY	$58.41 - $63.42 $14,894 - $16,172	255 Added 2.44%	10,686 $0
Q3 2017 Oct 30, 2017	BUY	$53.46 - $59.55 $51,963 - $57,882	972 Added 10.28%	10,431 $620,000
Q2 2017 Jun 03, 2019	BUY	N/A	354 Added 3.89%	9,459 $533,000
Q1 2017 Jun 03, 2019	BUY	N/A	1,891 Added 26.21%	9,105 $466,000
Q4 2016 Jun 03, 2019	BUY	N/A	5,975 Added 482.24%	7,214 $342,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,110 Added 860.47%	1,239 $109,000
Q1 2016 Jun 03, 2019	BUY	N/A	129	129 $8,000

Others Institutions Holding AOS

# of Institutions

708

Shares Held

110M

Call Options Held

867K

Put Options Held

302K

View Full List

About SMITH A O CORP

Ticker AOS
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 126,870,000
Market Cap $9.1B
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...

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