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Long Run Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Long Run 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
Q1 		– Sell
-20,142
Closed -$979K – 97
2022
Q4 		$979K Sell
20,142
-7,129
-26% -$357K 0.35% 63
2022
Q3 		$1.17M Buy
+27,271
New +$1.96M 0.46% 51

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Long Run Wealth Advisors's SMG Position: Q1 2023 in Review

Long Run Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 20,142 shares — an estimated $979K sold.

Long Run Wealth Advisors first reported a position in SMG in Q3 2022 and held it in 2 quarters. The position peaked at $1.17M in Q3 2022. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

  • Long Run Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
  • Long Run Wealth Advisors sold 20,142 ScottsMiracle-Gro shares in Q1 2023, an estimated $979K.
  • Long Run Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2022 and held it in 2 quarters.
  • Long Run Wealth Advisors's ScottsMiracle-Gro position peaked at $1.17M in Q3 2022.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on Long Run Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.