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Focused Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Focused 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
2023
Q3 		– Sell
-5,000
Closed -$10.1K – 1099
2023
Q2 		$10.1K Buy
+5,000
New +$335K ﹤0.01% 543

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focused Wealth Management's SMG Position: Q4 2023 in Review

Focused Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 11 shares — an estimated $556 sold.

Focused Wealth Management first reported a position in SMG in Q4 2020 and held it in 12 quarters. The position peaked at $63.4K in Q2 2023. 444 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

  • Focused Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 11 ScottsMiracle-Gro shares in Q4 2023, an estimated $556.
  • Focused Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 12 quarters.
  • Focused Wealth Management's ScottsMiracle-Gro position peaked at $63.4K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.