CarsonAllaria Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

CarsonAllaria 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
2024 Q3	–	Sell	-32	Closed	-$2.13K	–	425
2024 Q2	$2.13K	Hold	32	–	–	﹤0.01%	323
2024 Q1	$2.45K	Hold	32	–	–	﹤0.01%	325
2023 Q4	$2.09K	Hold	32	–	–	﹤0.01%	300
2023 Q3	$1.7K	Hold	32	–	–	﹤0.01%	310
2023 Q2	$2.06K	Hold	32	–	–	﹤0.01%	314
2023 Q1	$2.29K	Hold	32	–	–	﹤0.01%	294
2022 Q4	$2K	Sell	32 -1	-3%	-$50	﹤0.01%	289
2022 Q3	$1K	Buy	33 +1	+3%	+$72	﹤0.01%	325
2022 Q2	$3K	Sell	32 -1	-3%	-$99	﹤0.01%	266
2022 Q1	$4K	Buy	33 +1	+3%	+$140	﹤0.01%	273
2021 Q4	$5K	Buy	+32	New	+$4.95K	﹤0.01%	272

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CarsonAllaria Wealth Management's SMG Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 32 shares — an estimated $2.13K sold.

CarsonAllaria Wealth Management first reported a position in SMG in Q4 2021 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 32 ScottsMiracle-Gro shares in Q3 2024, an estimated $2.13K.
CarsonAllaria Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 11 quarters.
CarsonAllaria Wealth Management's ScottsMiracle-Gro position peaked at $5K in Q4 2021.
462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.