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Modera Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Modera Wealth Management’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
Q1 		– Sell
-1,289
Closed -$208K – 556
2021
Q4 		$208K Buy
+1,289
New +$199K 0.01% 556

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Modera Wealth Management's SMG Position: Q1 2022 in Review

Modera Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2022, closing a stake of 1,289 shares — an estimated $208K sold.

Modera Wealth Management first reported a position in SMG in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 516 funds tracked by Wall St. Rank hold SMG as of Q1 2022.

  • Modera Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,289 ScottsMiracle-Gro shares in Q1 2022, an estimated $208K.
  • Modera Wealth Management first reported a position in ScottsMiracle-Gro in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's ScottsMiracle-Gro position peaked at $208K in Q4 2021.
  • 516 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.