Heritage Wealth Management (Arizona)’s ScottsMiracle-Gro SMG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$227K	Sell	3,487 -362	-9%	-$24.8K	0.13%	154
2024 Q1	$287K	Sell	3,849 -105	-3%	-$6.52K	0.15%	127
2023 Q4	$252K	Buy	+3,954	New	+$214K	0.14%	134
2022 Q4	$493K	Buy	10,153 +6,370	+168%	+$319K	0.07%	216
2022 Q3	$162K	Sell	3,783 -648	-15%	-$46.5K	0.05%	269
2022 Q2	$350K	Buy	4,431 +604	+16%	+$59.7K	0.12%	133
2022 Q1	$471K	Buy	+3,827	New	+$535K	0.13%	124
2021 Q3	$268K	Buy	1,833 +328	+22%	+$53.7K	0.1%	170
2021 Q2	$289K	Buy	1,505 +838	+126%	+$185K	0.11%	157
2021 Q1	$163K	Buy	+667	New	+$151K	0.09%	192

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SMG Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its ScottsMiracle-Gro (SMG) stake by 9.4% in Q2 2024, selling an estimated $24.8K and leaving 3,487 shares worth $227K. The position accounts for 0.13% of the portfolio, ranked #154.

Heritage Wealth Management (Arizona) first reported a position in SMG in Q1 2021 and has held it in 10 quarters since. The position peaked at $493K in Q4 2022. 442 funds tracked by Wall St. Rank hold SMG as of Q2 2024.

Heritage Wealth Management (Arizona) held 3,487 shares of ScottsMiracle-Gro worth $227K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 362 ScottsMiracle-Gro shares in Q2 2024, an estimated $24.8K.
ScottsMiracle-Gro made up 0.13% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #154 holding.
Heritage Wealth Management (Arizona) first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s ScottsMiracle-Gro position peaked at $493K in Q4 2022.
442 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.