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CoreCap Advisors’s ScottsMiracle-Gro SMG Stock Holding History

CoreCap 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
2026
Q2 		$24.9K Buy
366
+1
+0.3% +$62 ﹤0.01% 1706
2026
Q1 		$22.2K Sell
365
-6
-2% -$388 ﹤0.01% 1625
2025
Q4 		$21.7K Buy
371
+1
+0.3% +$56 ﹤0.01% 1647
2025
Q3 		$21.1K Buy
370
+1
+0.3% +$63 ﹤0.01% 1651
2025
Q2 		$24.4K Sell
369
-37
-9% -$2.14K ﹤0.01% 1534
2025
Q1 		$22.3K Sell
406
-29
-7% -$1.88K ﹤0.01% 1488
2024
Q4 		$28.9K Buy
435
+32
+8% +$2.53K ﹤0.01% 1407
2024
Q3 		$34.9K Buy
+403
New +$28.3K ﹤0.01% 1336
2024
Q2 		– Sell
-402
Closed -$30K – 2451
2024
Q1 		$30K Buy
+402
New +$25K ﹤0.01% 1315
2022
Q4 		$21.2K Buy
+436
New +$21.8K ﹤0.01% 1280
2022
Q3 		– Sell
-491
Closed -$39K – 1836
2022
Q2 		$39K Buy
+491
New +$48.5K ﹤0.01% 1015
2022
Q1 		– Sell
-533
Closed -$86K – 1837
2021
Q4 		$86K Buy
+533
New +$82.5K 0.01% 807

Other funds holding SMG

CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSI
Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MPPW
Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return