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High Net Worth Advisory Group’s ScottsMiracle-Gro SMG Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-7
Closed -$340 – 514
2022
Q4 		$340 Hold
7
– – ﹤0.01% 615
2022
Q3 		$0 Hold
7
– – ﹤0.01% 719
2022
Q2 		$1K Hold
7
– – ﹤0.01% 660
2022
Q1 		$1K Sell
7
-200
-97% -$28K ﹤0.01% 671
2021
Q4 		$33K Buy
+207
New +$32K 0.01% 393

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

High Net Worth Advisory Group's SMG Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 7 shares — an estimated $340 sold.

High Net Worth Advisory Group first reported a position in SMG in Q4 2021 and held it in 5 quarters. The position peaked at $33K in Q4 2021. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 7 ScottsMiracle-Gro shares in Q1 2023, an estimated $340.
  • High Net Worth Advisory Group first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's ScottsMiracle-Gro position peaked at $33K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.