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IAG Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

IAG Wealth Partners’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
-17
Closed -$879 – 467
2023
Q3 		$879 Hold
17
– – ﹤0.01% 422
2023
Q2 		$1.07K Buy
+17
New +$1.14K ﹤0.01% 417

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
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State Street
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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

IAG Wealth Partners's SMG Position: Q4 2023 in Review

IAG Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2023, closing a stake of 17 shares — an estimated $879 sold.

IAG Wealth Partners first reported a position in SMG in Q2 2023 and held it in 2 quarters. The position peaked at $1.07K in Q2 2023. 444 funds tracked by Wall St. Rank hold SMG as of Q4 2023.

  • IAG Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q4 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 17 ScottsMiracle-Gro shares in Q4 2023, an estimated $879.
  • IAG Wealth Partners first reported a position in ScottsMiracle-Gro in Q2 2023 and held it in 2 quarters.
  • IAG Wealth Partners's ScottsMiracle-Gro position peaked at $1.07K in Q2 2023.
  • 444 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.