Evoke Wealth’s ScottsMiracle-Gro SMG Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-345	Closed	-$15K	–	1021
2022 Q3	$15K	Buy	345 +45	+15%	+$3.23K	﹤0.01%	688
2022 Q2	$24K	Hold	300	–	–	﹤0.01%	624
2022 Q1	$37K	Hold	300	–	–	﹤0.01%	564
2021 Q4	$48K	Hold	300	–	–	﹤0.01%	534
2021 Q3	$43K	Hold	300	–	–	﹤0.01%	529
2021 Q2	$58K	Hold	300	–	–	﹤0.01%	510
2021 Q1	$73K	Hold	300	–	–	﹤0.01%	409
2020 Q4	$60K	Hold	300	–	–	﹤0.01%	356
2020 Q3	$46K	Hold	300	–	–	﹤0.01%	371
2020 Q2	$40K	Hold	300	–	–	﹤0.01%	376
2020 Q1	$30.7K	Sell	300 -1,317	-81%	-$145K	﹤0.01%	381
2019 Q4	$172K	Hold	1,617	–	–	0.02%	248
2019 Q3	$165K	Buy	+1,617	New	+$169K	0.02%	291

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's SMG Position: Q4 2022 in Review

Evoke Wealth sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 345 shares — an estimated $15K sold.

Evoke Wealth first reported a position in SMG in Q3 2019 and held it in 13 quarters. The position peaked at $172K in Q4 2019. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Evoke Wealth reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 345 ScottsMiracle-Gro shares in Q4 2022, an estimated $15K.
Evoke Wealth first reported a position in ScottsMiracle-Gro in Q3 2019 and held it in 13 quarters.
Evoke Wealth's ScottsMiracle-Gro position peaked at $172K in Q4 2019.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.