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American Investment Services’s ScottsMiracle-Gro SMG Stock Holding History

American Investment Services’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
2023
Q3 		– Sell
-3,804
Closed -$238K – 141
2023
Q2 		$238K Buy
+3,804
New +$255K 0.05% 131

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

American Investment Services's SMG Position: Q3 2023 in Review

American Investment Services sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 3,804 shares — an estimated $238K sold.

American Investment Services first reported a position in SMG in Q2 2023 and held it in 1 quarter. The position peaked at $238K in Q2 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • American Investment Services reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • American Investment Services sold 3,804 ScottsMiracle-Gro shares in Q3 2023, an estimated $238K.
  • American Investment Services first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 1 quarter.
  • American Investment Services's ScottsMiracle-Gro position peaked at $238K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on American Investment Services's 13F filing for Q3 2023, filed 13 Nov 2023.