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Confluence Wealth Services’s ScottsMiracle-Gro SMG Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-163
Closed -$26K – 1010
2021
Q4 		$26K Buy
+163
New +$25.2K 0.01% 660

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State Street
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Confluence Wealth Services's SMG Position: Q1 2022 in Review

Confluence Wealth Services sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 163 shares — an estimated $26K sold.

Confluence Wealth Services first reported a position in SMG in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • Confluence Wealth Services reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 163 ScottsMiracle-Gro shares in Q1 2022, an estimated $26K.
  • Confluence Wealth Services first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's ScottsMiracle-Gro position peaked at $26K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.