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MBM Wealth Consultants’s ScottsMiracle-Gro SMG Stock Holding History

MBM Wealth Consultants’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 		– Sell
-250
Closed -$17K – 242
2023
Q1 		$17K Hold
250
– – 0.01% 196
2022
Q4 		$12K Hold
250
– – 0.01% 224
2022
Q3 		$11K Hold
250
– – 0.01% 213
2022
Q2 		$20K Sell
250
-250
-50% -$24.7K 0.01% 199
2022
Q1 		$61K Buy
+500
New +$70K 0.03% 172

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MBM Wealth Consultants's SMG Position: Q2 2023 in Review

MBM Wealth Consultants sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 250 shares — an estimated $17K sold.

MBM Wealth Consultants first reported a position in SMG in Q1 2022 and held it in 5 quarters. The position peaked at $61K in Q1 2022. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

  • MBM Wealth Consultants reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 250 ScottsMiracle-Gro shares in Q2 2023, an estimated $17K.
  • MBM Wealth Consultants first reported a position in ScottsMiracle-Gro in Q1 2022 and held it in 5 quarters.
  • MBM Wealth Consultants's ScottsMiracle-Gro position peaked at $61K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.