A. O. Smith Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of A. O. Smith Corporation (AOS) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in A. O. Smith Corporation
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All positions including A. O. Smith Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in A. O. Smith Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $16M | 232k | 68.21 |
| 2024-09-30 | $14M | 157k | 89.83 |
| 2024-06-30 | $19M | 235k | 81.78 |
| 2024-03-31 | $18M | 205k | 89.46 |
| 2023-09-30 | $9.6M | 146k | 66.13 |
| 2023-06-30 | $8.2M | 112k | 72.78 |
| 2023-03-31 | $7.0M | 101k | 69.15 |
| 2022-12-31 | $5.7M | 100k | 57.24 |
| 2022-09-30 | $3.8M | 79k | 48.58 |
| 2022-06-30 | $4.2M | 78k | 54.68 |
| 2022-03-31 | $3.4M | 53k | 63.88 |
| 2021-12-31 | $3.4M | 40k | 85.86 |
| 2021-09-30 | $1.7M | 28k | 61.07 |
| 2021-06-30 | $1.6M | 23k | 71.82 |
| 2021-03-31 | $1.5M | 22k | 67.65 |
| 2020-12-31 | $1.1M | 19k | 54.82 |
| 2018-06-30 | $218k | 3.7k | 59.11 |
| 2018-03-31 | $235k | 3.7k | 63.72 |
| 2017-12-31 | $226k | 3.7k | 61.28 |
| 2017-09-30 | $214k | 3.6k | 59.44 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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