Elk River Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Elk River Wealth Management’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	-1,400	Closed	-$225K	–	136
2021 Q4	$225K	Hold	1,400	–	–	0.05%	115
2021 Q3	$205K	Hold	1,400	–	–	0.05%	116
2021 Q2	$269K	Hold	1,400	–	–	0.07%	107
2021 Q1	$343K	Hold	1,400	–	–	0.1%	92
2020 Q4	$279K	Buy	+1,400	New	+$240K	0.09%	103

Other funds holding SMG

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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

First Eagle Investment Management New York $59B AUM 32.99% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Elk River Wealth Management's SMG Position: Q1 2022 in Review

Elk River Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 1,400 shares — an estimated $225K sold.

Elk River Wealth Management first reported a position in SMG in Q4 2020 and held it in 5 quarters. The position peaked at $343K in Q1 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

Elk River Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 1,400 ScottsMiracle-Gro shares in Q1 2022, an estimated $225K.
Elk River Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's ScottsMiracle-Gro position peaked at $343K in Q1 2021.
516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.