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Intercontinental Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$1.12M Buy
17,801
+243
+1% +$16.3K 0.27% 84
2023
Q1 		$1.22M Sell
17,558
-178
-1% -$12.8K 0.31% 70
2022
Q4 		$862K Sell
17,736
-624
-3% -$31.3K 0.26% 93
2022
Q3 		$785K Buy
18,360
+30
+0.2% +$2.15K 0.25% 95
2022
Q2 		$1.45M Sell
18,330
-115
-0.6% -$11.4K 0.39% 46
2022
Q1 		$2.27M Sell
18,445
-72
-0.4% -$10.1K 0.52% 24
2021
Q4 		$2.98M Buy
18,517
+2,003
+12% +$310K 0.63% 18
2021
Q3 		$2.42M Sell
16,514
-1,372
-8% -$225K 0.56% 25
2021
Q2 		$3.43M Buy
17,886
+552
+3% +$122K 0.68% 14
2021
Q1 		$4.25M Buy
17,334
+632
+4% +$143K 0.92% 12
2020
Q4 		$3.33M Buy
16,702
+1,219
+8% +$209K 0.8% 16
2020
Q3 		$2.37M Sell
15,483
-2,850
-16% -$440K 0.69% 17
2020
Q2 		$2.46M Buy
18,333
+3,416
+23% +$441K 0.8% 16
2020
Q1 		$1.53M Buy
+14,917
New +$1.64M 0.81% 19

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Intercontinental Wealth Advisors's SMG Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its ScottsMiracle-Gro (SMG) stake by 1.4% in Q2 2023, buying an estimated $16.3K and bringing the position to 17,801 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #84.

Intercontinental Wealth Advisors first reported a position in SMG in Q1 2020 and has held it in 14 quarters since. The position peaked at $4.25M in Q1 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

  • Intercontinental Wealth Advisors held 17,801 shares of ScottsMiracle-Gro worth $1.12M as of Q2 2023.
  • Intercontinental Wealth Advisors bought 243 ScottsMiracle-Gro shares in Q2 2023, an estimated $16.3K.
  • ScottsMiracle-Gro made up 0.27% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #84 holding.
  • Intercontinental Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2020 and has held it in 14 quarters since.
  • Intercontinental Wealth Advisors's ScottsMiracle-Gro position peaked at $4.25M in Q1 2021.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.