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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s ScottsMiracle-Gro SMG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-18
Closed -$1.25K – 317
2023
Q1 		$1.25K Buy
+18
New +$1.29K ﹤0.01% 289

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SMG Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 18 shares — an estimated $1.25K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SMG in Q1 2023 and held it in 1 quarter. The position peaked at $1.25K in Q1 2023. 432 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 18 ScottsMiracle-Gro shares in Q2 2023, an estimated $1.25K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ScottsMiracle-Gro in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ScottsMiracle-Gro position peaked at $1.25K in Q1 2023.
  • 432 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.