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Beacon Harbor Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Beacon Harbor 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
2021
Q1 		– Sell
-19,481
Closed -$3.88M – 81
2020
Q4 		$3.88M Buy
+19,481
New +$3.34M 1.58% 22

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SMG Position: Q1 2021 in Review

Beacon Harbor Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2021, closing a stake of 19,481 shares — an estimated $3.88M sold.

Beacon Harbor Wealth Advisors first reported a position in SMG in Q4 2020 and held it in 1 quarter. The position peaked at $3.88M in Q4 2020. 559 funds tracked by Wall St. Rank hold SMG as of Q1 2021.

  • Beacon Harbor Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 19,481 ScottsMiracle-Gro shares in Q1 2021, an estimated $3.88M.
  • Beacon Harbor Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's ScottsMiracle-Gro position peaked at $3.88M in Q4 2020.
  • 559 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.