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Level Financial Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Level Financial 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
2022
Q3 		– Sell
-33
Closed -$3K – 324
2022
Q2 		$3K Buy
+33
New +$3.26K ﹤0.01% 239

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Level Financial Advisors's SMG Position: Q3 2022 in Review

Level Financial Advisors sold out of ScottsMiracle-Gro (SMG) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

Level Financial Advisors first reported a position in SMG in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 415 funds tracked by Wall St. Rank hold SMG as of Q3 2022.

  • Level Financial Advisors reported no remaining ScottsMiracle-Gro position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 33 ScottsMiracle-Gro shares in Q3 2022, an estimated $3K.
  • Level Financial Advisors first reported a position in ScottsMiracle-Gro in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's ScottsMiracle-Gro position peaked at $3K in Q2 2022.
  • 415 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.