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Baldwin Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-642
Closed -$55.7K – 883
2024
Q3 		$55.7K Buy
642
+623
+3,279% +$43.8K ﹤0.01% 532
2024
Q2 		$1.24K Buy
+19
New +$1.3K ﹤0.01% 708

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Pacer Advisors
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State Street
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Northern Trust
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Wells Fargo
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Point72 Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's SMG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 642 shares — an estimated $55.7K sold.

Baldwin Wealth Partners first reported a position in SMG in Q2 2024 and held it in 2 quarters. The position peaked at $55.7K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 642 ScottsMiracle-Gro shares in Q4 2024, an estimated $55.7K.
  • Baldwin Wealth Partners first reported a position in ScottsMiracle-Gro in Q2 2024 and held it in 2 quarters.
  • Baldwin Wealth Partners's ScottsMiracle-Gro position peaked at $55.7K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.