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Blue Bell Private Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Blue Bell Private Wealth Management’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 		– Sell
-10
Closed -$697 – 689
2023
Q1 		$697 Sell
10
-30
-75% -$2.16K ﹤0.01% 635
2022
Q4 		$1.94K Hold
40
– – ﹤0.01% 565
2022
Q3 		$2K Buy
40
+30
+300% +$2.15K ﹤0.01% 616
2022
Q2 		$1K Hold
10
– – ﹤0.01% 760
2022
Q1 		$1K Hold
10
– – ﹤0.01% 826
2021
Q4 		$2K Buy
+10
New +$1.55K ﹤0.01% 707

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Bell Private Wealth Management's SMG Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 10 shares — an estimated $697 sold.

Blue Bell Private Wealth Management first reported a position in SMG in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

  • Blue Bell Private Wealth Management reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 10 ScottsMiracle-Gro shares in Q2 2023, an estimated $697.
  • Blue Bell Private Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 6 quarters.
  • Blue Bell Private Wealth Management's ScottsMiracle-Gro position peaked at $2K in Q3 2022.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.