My Personal CFO LLC’s ScottsMiracle-Gro SMG Stock Holding History

My Personal CFO LLC’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	-12	Closed	-$583	–	695
2022 Q4	$583	Buy	+12	New	+$601	﹤0.01%	729

Other funds holding SMG

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

My Personal CFO LLC's SMG Position: Q1 2023 in Review

My Personal CFO LLC sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 12 shares — an estimated $583 sold.

My Personal CFO LLC first reported a position in SMG in Q4 2022 and held it in 1 quarter. The position peaked at $583 in Q4 2022. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

My Personal CFO LLC reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 12 ScottsMiracle-Gro shares in Q1 2023, an estimated $583.
My Personal CFO LLC first reported a position in ScottsMiracle-Gro in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's ScottsMiracle-Gro position peaked at $583 in Q4 2022.
440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.