BDO Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

BDO 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
2023 Q2	$6.27K	Hold	100	–	–	﹤0.01%	749
2023 Q1	$6.97K	Sell	100 -191	-66%	-$13.7K	﹤0.01%	765
2022 Q4	$14.1K	Sell	291 -332	-53%	-$16.6K	﹤0.01%	629
2022 Q3	$27K	Hold	623	–	–	﹤0.01%	516
2022 Q2	$49K	Sell	623 -100	-14%	-$9.88K	0.01%	411
2022 Q1	$89K	Hold	723	–	–	0.01%	353
2021 Q4	$116K	Sell	723 -160	-18%	-$24.8K	0.01%	337
2021 Q3	$129K	Hold	883	–	–	0.01%	332
2021 Q2	$169K	Sell	883 -40	-4%	-$8.82K	0.02%	311
2021 Q1	$226K	Buy	+923	New	+$209K	0.03%	271

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's SMG Position: Q2 2023 in Review

BDO Wealth Advisors held its ScottsMiracle-Gro (SMG) position steady in Q2 2023 at 100 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

BDO Wealth Advisors first reported a position in SMG in Q1 2021 and has held it in 10 quarters since. The position peaked at $226K in Q1 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

BDO Wealth Advisors held 100 shares of ScottsMiracle-Gro worth $6.27K as of Q2 2023.
BDO Wealth Advisors left its ScottsMiracle-Gro share count unchanged in Q2 2023.
ScottsMiracle-Gro made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #749 holding.
BDO Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's ScottsMiracle-Gro position peaked at $226K in Q1 2021.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.