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AE Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

AE Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,533
Closed -$311K – 1826
2022
Q1 		$311K Sell
2,533
-78
-3% -$10.9K ﹤0.01% 1403
2021
Q4 		$420K Sell
2,611
-475
-15% -$73.5K ﹤0.01% 1325
2021
Q3 		$452K Sell
3,086
-90
-3% -$14.7K ﹤0.01% 1208
2021
Q2 		$609K Buy
3,176
+1,511
+91% +$333K 0.01% 1065
2021
Q1 		$408K Buy
+1,665
New +$377K ﹤0.01% 1115

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AE Wealth Management's SMG Position: Q2 2022 in Review

AE Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 2,533 shares — an estimated $311K sold.

AE Wealth Management first reported a position in SMG in Q1 2021 and held it in 5 quarters. The position peaked at $609K in Q2 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

  • AE Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 2,533 ScottsMiracle-Gro shares in Q2 2022, an estimated $311K.
  • AE Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's ScottsMiracle-Gro position peaked at $609K in Q2 2021.
  • 460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.