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Navis Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Navis 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
2021
Q4 		– Sell
-4,800
Closed -$703K – 125
2021
Q3 		$703K Buy
+4,800
New +$787K 0.49% 49

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First Eagle Investment Management
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Macquarie Group
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State Street
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Northern Trust
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Navis Wealth Advisors's SMG Position: Q4 2021 in Review

Navis Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q4 2021, closing a stake of 4,800 shares — an estimated $703K sold.

Navis Wealth Advisors first reported a position in SMG in Q3 2021 and held it in 1 quarter. The position peaked at $703K in Q3 2021. 552 funds tracked by Wall St. Rank hold SMG as of Q4 2021.

  • Navis Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q4 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 4,800 ScottsMiracle-Gro shares in Q4 2021, an estimated $703K.
  • Navis Wealth Advisors first reported a position in ScottsMiracle-Gro in Q3 2021 and held it in 1 quarter.
  • Navis Wealth Advisors's ScottsMiracle-Gro position peaked at $703K in Q3 2021.
  • 552 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2021.

Based on Navis Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.