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IHT Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-3,180
Closed -$275K – 1195
2024
Q3 		$275K Buy
+3,180
New +$223K 0.01% 942
2024
Q2 		– Sell
-3,725
Closed -$278K – 1073
2024
Q1 		$278K Buy
+3,725
New +$231K 0.01% 827
2023
Q4 		– Sell
-5,857
Closed -$303K – 1024
2023
Q3 		$303K Buy
+5,857
New +$339K 0.02% 728
2021
Q2 		– Sell
-924
Closed -$226K – 977
2021
Q1 		$226K Buy
+924
New +$209K 0.02% 727

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's SMG Position: Q4 2024 in Review

IHT Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 3,180 shares — an estimated $275K sold.

IHT Wealth Management first reported a position in SMG in Q1 2021 and held it in 4 quarters. The position peaked at $303K in Q3 2023. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • IHT Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 3,180 ScottsMiracle-Gro shares in Q4 2024, an estimated $275K.
  • IHT Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 4 quarters.
  • IHT Wealth Management's ScottsMiracle-Gro position peaked at $303K in Q3 2023.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.