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B. Riley Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

B. Riley Wealth Advisors’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
-2,125
Closed -$262K – 1373
2022
Q1 		$262K Sell
2,125
-64
-3% -$8.95K 0.01% 1076
2021
Q4 		$353K Buy
2,189
+76
+4% +$11.8K 0.01% 984
2021
Q3 		$310K Sell
2,113
-4,008
-65% -$657K 0.01% 1022
2021
Q2 		$1.18M Sell
6,121
-276
-4% -$60.9K 0.04% 468
2021
Q1 		$1.57M Buy
6,397
+1,261
+25% +$286K 0.06% 369
2020
Q4 		$1.02M Sell
5,136
-564
-10% -$96.7K 0.05% 320
2020
Q3 		$871K Buy
5,700
+278
+5% +$43K 0.05% 345
2020
Q2 		$729K Buy
5,422
+707
+15% +$91.3K 0.05% 344
2020
Q1 		$483K Sell
4,715
-409
-8% -$45K 0.04% 397
2019
Q4 		$545K Buy
+5,124
New +$524K 0.05% 409
2019
Q2 		– Sell
-4,216
Closed -$332K – 832
2019
Q1 		$332K Buy
+4,216
New +$318K 0.04% 458
2018
Q2 		– Sell
-6,126
Closed -$526K – 724
2018
Q1 		$526K Sell
6,126
-2,875
-32% -$274K 0.07% 297
2017
Q4 		$964K Buy
9,001
+2,846
+46% +$284K 0.13% 184
2017
Q3 		$600K Buy
6,155
+2,677
+77% +$254K 0.1% 223
2017
Q2 		$312K Buy
+3,478
New +$314K 0.06% 352
2015
Q1 		– Sell
-26
Closed -$2 – 1766
2014
Q4 		$2 Buy
+26
New +$1.55K ﹤0.01% 3431

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

B. Riley Wealth Advisors's SMG Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 2,125 shares — an estimated $262K sold.

B. Riley Wealth Advisors first reported a position in SMG in Q4 2014 and held it in 16 quarters. The position peaked at $1.57M in Q1 2021. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,125 ScottsMiracle-Gro shares in Q2 2022, an estimated $262K.
  • B. Riley Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2014 and held it in 16 quarters.
  • B. Riley Wealth Advisors's ScottsMiracle-Gro position peaked at $1.57M in Q1 2021.
  • 460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.