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Avion Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Avion Wealth’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
2024
Q3 		– Sell
-181
Closed -$11K – 1307
2024
Q2 		$11K Hold
181
– – ﹤0.01% 322
2024
Q1 		$14K Hold
181
– – ﹤0.01% 264
2023
Q4 		$12K Sell
181
-7
-4% -$378 ﹤0.01% 262
2023
Q3 		$9K Hold
188
– – ﹤0.01% 284
2023
Q2 		$11K Buy
188
+181
+2,586% +$12.1K ﹤0.01% 282
2023
Q1 		$0 Hold
7
– – ﹤0.01% 755
2022
Q4 		$0 Hold
7
– – ﹤0.01% 528
2022
Q3 		$0 Hold
7
– – ﹤0.01% 569
2022
Q2 		$1K Buy
+7
New +$692 ﹤0.01% 488

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avion Wealth's SMG Position: Q3 2024 in Review

Avion Wealth sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 181 shares — an estimated $11K sold.

Avion Wealth first reported a position in SMG in Q2 2022 and held it in 9 quarters. The position peaked at $14K in Q1 2024. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Avion Wealth reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Avion Wealth sold 181 ScottsMiracle-Gro shares in Q3 2024, an estimated $11K.
  • Avion Wealth first reported a position in ScottsMiracle-Gro in Q2 2022 and held it in 9 quarters.
  • Avion Wealth's ScottsMiracle-Gro position peaked at $14K in Q1 2024.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Avion Wealth's 13F filing for Q3 2024, filed 18 Oct 2024.