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Global Wealth Management Investment Advisory’s ScottsMiracle-Gro SMG Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-108
Closed -$6.88K – 385
2023
Q4 		$6.88K Hold
108
– – ﹤0.01% 314
2023
Q3 		$5.58K Hold
108
– – ﹤0.01% 330
2023
Q2 		$6.77K Buy
+108
New +$7.24K ﹤0.01% 322

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's SMG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of ScottsMiracle-Gro (SMG) in Q1 2024, closing a stake of 108 shares — an estimated $6.88K sold.

Global Wealth Management Investment Advisory first reported a position in SMG in Q2 2023 and held it in 3 quarters. The position peaked at $6.88K in Q4 2023. 431 funds tracked by Wall St. Rank hold SMG as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining ScottsMiracle-Gro position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 108 ScottsMiracle-Gro shares in Q1 2024, an estimated $6.88K.
  • Global Wealth Management Investment Advisory first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's ScottsMiracle-Gro position peaked at $6.88K in Q4 2023.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.