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

JFS 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
2026 Q2	$49.9K	Hold	732	–	–	﹤0.01%	554
2026 Q1	$44.5K	Buy	732 +8	+1%	+$517	﹤0.01%	551
2025 Q4	$42.2K	Buy	724 +2	+0.3%	+$112	﹤0.01%	569
2025 Q3	$41.1K	Sell	722 -1	-0.1%	-$63	﹤0.01%	541
2025 Q2	$47.7K	Buy	723 +11	+2%	+$636	﹤0.01%	470
2025 Q1	$39.1K	Sell	712 -11	-2%	-$711	﹤0.01%	522
2024 Q4	$48K	Hold	723	–	–	﹤0.01%	467
2024 Q3	$62.7K	Buy	723 +7	+1%	+$492	﹤0.01%	429
2024 Q2	$46.6K	Buy	716 +15	+2%	+$1.03K	﹤0.01%	429
2024 Q1	$52.3K	Buy	701 +1	+0.1%	+$62	﹤0.01%	419
2023 Q4	$44.6K	Sell	700 -16	-2%	-$864	﹤0.01%	423
2023 Q3	$37K	Sell	716 -13	-2%	-$753	﹤0.01%	412
2023 Q2	$45.7K	Sell	729 -13	-2%	-$872	﹤0.01%	383
2023 Q1	$51.8K	Buy	742 +17	+2%	+$1.22K	﹤0.01%	372
2022 Q4	$35.2K	Buy	725 +144	+25%	+$7.21K	﹤0.01%	415
2022 Q3	$25K	Sell	581 -40	-6%	-$2.87K	﹤0.01%	522
2022 Q2	$49K	Sell	621 -569	-48%	-$56.2K	0.01%	400
2022 Q1	$146K	Buy	1,190 +8	+0.7%	+$1.12K	0.01%	257
2021 Q4	$190K	Buy	1,182 +382	+48%	+$59.1K	0.02%	229
2021 Q3	$117K	Buy	800 +600	+300%	+$98.3K	0.01%	284
2021 Q2	$38K	Hold	200	–	–	0.01%	298
2021 Q1	$49K	Hold	200	–	–	0.01%	255
2020 Q4	$40K	Hold	200	–	–	0.01%	268
2020 Q3	$31K	Hold	200	–	–	0.01%	279
2020 Q2	$27K	Hold	200	–	–	0.01%	279
2020 Q1	$20K	Hold	200	–	–	0.01%	277
2019 Q4	$21K	Sell	200 -126	-39%	-$12.9K	0.01%	302
2019 Q3	$33K	Hold	326	–	–	0.01%	266
2019 Q2	$32K	Hold	326	–	–	0.01%	267
2019 Q1	$26K	Hold	326	–	–	0.01%	271
2018 Q4	$20K	Hold	326	–	–	0.01%	287
2018 Q3	$26K	Hold	326	–	–	0.01%	296
2018 Q2	$27K	Hold	326	–	–	0.01%	286
2018 Q1	$28K	Hold	326	–	–	0.01%	289
2017 Q4	$35K	Hold	326	–	–	0.01%	282
2017 Q3	$32K	Hold	326	–	–	0.01%	280
2017 Q2	$29K	Hold	326	–	–	0.01%	264
2017 Q1	$31K	Hold	326	–	–	0.01%	264
2016 Q4	$31K	Hold	326	–	–	0.01%	264
2016 Q3	$27K	Hold	326	–	–	0.01%	290
2016 Q2	$23K	Hold	326	–	–	0.01%	311
2016 Q1	$24K	Hold	326	–	–	0.01%	307
2015 Q4	$21K	Hold	326	–	–	0.01%	322
2015 Q3	$20K	Hold	326	–	–	0.01%	275
2015 Q2	$19K	Hold	326	–	–	0.01%	285
2015 Q1	$22K	Hold	326	–	–	0.01%	270
2014 Q4	$20K	Hold	326	–	–	﹤0.01%	288
2014 Q3	$18K	Hold	326	–	–	﹤0.01%	276
2014 Q2	$19K	Buy	+326	New	+$19.5K	﹤0.01%	264

Other funds holding SMG

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return