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Daymark Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Daymark Wealth Partners’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
Q4 		– Sell
-2,413
Closed -$209K – 521
2024
Q3 		$209K Sell
2,413
-1,364
-36% -$95.8K 0.01% 497
2024
Q2 		$246K Buy
3,777
+424
+13% +$29K 0.01% 442
2024
Q1 		$250K Sell
3,353
-28
-0.8% -$1.74K 0.01% 376
2023
Q4 		$216K Buy
+3,381
New +$183K 0.01% 377

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Pacer Advisors
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State Street
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Northern Trust
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Wells Fargo
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Point72 Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daymark Wealth Partners's SMG Position: Q4 2024 in Review

Daymark Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 2,413 shares — an estimated $209K sold.

Daymark Wealth Partners first reported a position in SMG in Q4 2023 and held it in 4 quarters. The position peaked at $250K in Q1 2024. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Daymark Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,413 ScottsMiracle-Gro shares in Q4 2024, an estimated $209K.
  • Daymark Wealth Partners first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 4 quarters.
  • Daymark Wealth Partners's ScottsMiracle-Gro position peaked at $250K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Daymark Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.