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Fiduciary Alliance’s ScottsMiracle-Gro SMG Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-8
Closed -$502 – 815
2023
Q2 		$502 Buy
+8
New +$536 ﹤0.01% 926
2023
Q1 		– Sell
-8
Closed -$389 – 744
2022
Q4 		$389 Buy
+8
New +$401 ﹤0.01% 863

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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Fiduciary Alliance's SMG Position: Q3 2023 in Review

Fiduciary Alliance sold out of ScottsMiracle-Gro (SMG) in Q3 2023, closing a stake of 8 shares — an estimated $502 sold.

Fiduciary Alliance first reported a position in SMG in Q4 2022 and held it in 2 quarters. The position peaked at $502 in Q2 2023. 402 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

  • Fiduciary Alliance reported no remaining ScottsMiracle-Gro position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 8 ScottsMiracle-Gro shares in Q3 2023, an estimated $502.
  • Fiduciary Alliance first reported a position in ScottsMiracle-Gro in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's ScottsMiracle-Gro position peaked at $502 in Q2 2023.
  • 402 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.