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Capital Performance Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-503
Closed -$43.6K – 2291
2024
Q3 		$43.6K Buy
+503
New +$35.3K 0.01% 381

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's SMG Position: Q4 2024 in Review

Capital Performance Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 503 shares — an estimated $43.6K sold.

Capital Performance Advisors first reported a position in SMG in Q3 2024 and held it in 1 quarter. The position peaked at $43.6K in Q3 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Capital Performance Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 503 ScottsMiracle-Gro shares in Q4 2024, an estimated $43.6K.
  • Capital Performance Advisors first reported a position in ScottsMiracle-Gro in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's ScottsMiracle-Gro position peaked at $43.6K in Q3 2024.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.