Cetera Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Cetera 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 Q1	$388K	Buy	5,198 +2,048	+65%	+$127K	﹤0.01%	1772
2023 Q4	$201K	Buy	+3,150	New	+$170K	﹤0.01%	1644
2019 Q1	–	Sell	-27,952	Closed	-$1.72M	–	1273
2018 Q4	$1.72M	Buy	27,952 +1,017	+4%	+$72.3K	0.1%	201
2018 Q3	$2.13M	Buy	26,935 +578	+2%	+$45.4K	0.1%	194
2018 Q2	$2.19M	Buy	26,357 +7,108	+37%	+$595K	0.13%	173
2018 Q1	$1.65M	Buy	19,249 +12,060	+168%	+$1.15M	0.1%	209
2017 Q4	$767K	Sell	7,189 -12,277	-63%	-$1.23M	0.05%	345
2017 Q3	$1.89M	Buy	19,466 +16,680	+599%	+$1.58M	0.11%	196
2017 Q2	$247K	Buy	2,786 +285	+11%	+$25.7K	0.02%	665
2017 Q1	$234K	Buy	+2,501	New	+$232K	0.02%	656

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Cetera Advisors's SMG Position: Q1 2024 in Review

Cetera Advisors increased its ScottsMiracle-Gro (SMG) stake by 65% in Q1 2024, buying an estimated $127K and bringing the position to 5,198 shares worth $388K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Cetera Advisors first reported a position in SMG in Q1 2017 and has held it in 10 quarters since. The position peaked at $2.19M in Q2 2018. 430 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

Cetera Advisors held 5,198 shares of ScottsMiracle-Gro worth $388K as of Q1 2024.
Cetera Advisors bought 2,048 ScottsMiracle-Gro shares in Q1 2024, an estimated $127K.
ScottsMiracle-Gro made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1772 holding.
Cetera Advisors first reported a position in ScottsMiracle-Gro in Q1 2017 and has held it in 10 quarters since.
Cetera Advisors's ScottsMiracle-Gro position peaked at $2.19M in Q2 2018.
430 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.