FIA
SMG icon

Foundations Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Foundations Investment Advisors’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
Q4 		– Sell
-4,519
Closed -$234K – 722
2023
Q3 		$234K Buy
4,519
+962
+27% +$55.7K 0.01% 571
2023
Q2 		$223K Buy
+3,557
New +$239K 0.01% 525

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
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

Foundations Investment Advisors's SMG Position: Q4 2023 in Review

Foundations Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 4,519 shares — an estimated $234K sold.

Foundations Investment Advisors first reported a position in SMG in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q3 2023. 444 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

  • Foundations Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,519 ScottsMiracle-Gro shares in Q4 2023, an estimated $234K.
  • Foundations Investment Advisors first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's ScottsMiracle-Gro position peaked at $234K in Q3 2023.
  • 444 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.