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CWS Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

CWS Financial 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
2023
Q1 		– Sell
-856
Closed -$210K – 161
2022
Q4 		$210K Buy
+856
New +$42.9K 0.09% 133
2021
Q2 		– Sell
-856
Closed -$210K – 148
2021
Q1 		$210K Buy
+856
New +$194K 0.09% 133

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWS Financial Advisors's SMG Position: Q1 2023 in Review

CWS Financial Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 856 shares — an estimated $210K sold.

CWS Financial Advisors first reported a position in SMG in Q1 2021 and held it in 2 quarters. The position peaked at $210K in Q4 2022. 441 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

  • CWS Financial Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 856 ScottsMiracle-Gro shares in Q1 2023, an estimated $210K.
  • CWS Financial Advisors first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 2 quarters.
  • CWS Financial Advisors's ScottsMiracle-Gro position peaked at $210K in Q4 2022.
  • 441 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.