CSWM
SMG icon

Cassady Schiller Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Cassady Schiller 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
Q1 		– Sell
-43
Closed -$2.74K – 507
2023
Q4 		$2.74K Hold
43
– – ﹤0.01% 382
2023
Q3 		$2.22K Hold
43
– – ﹤0.01% 403
2023
Q2 		$2.7K Hold
43
– – ﹤0.01% 411
2023
Q1 		$3K Hold
43
– – ﹤0.01% 385
2022
Q4 		$2.09K Buy
+43
New +$2.15K ﹤0.01% 413
2022
Q1 		– Sell
-43
Closed -$7K – 518
2021
Q4 		$7K Buy
+43
New +$6.65K ﹤0.01% 340

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Cassady Schiller Wealth Management's SMG Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 43 shares — an estimated $2.74K sold.

Cassady Schiller Wealth Management first reported a position in SMG in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q4 2021. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 43 ScottsMiracle-Gro shares in Q1 2024, an estimated $2.74K.
  • Cassady Schiller Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's ScottsMiracle-Gro position peaked at $7K in Q4 2021.
  • 430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.