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

Opal 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
2024
Q3 		– Sell
-119
Closed -$7.74K – 1007
2024
Q2 		$7.74K Buy
+119
New +$8.14K ﹤0.01% 714

Other funds holding SMG

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opal Wealth Advisors's SMG Position: Q3 2024 in Review

Opal Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 119 shares — an estimated $7.74K sold.

Opal Wealth Advisors first reported a position in SMG in Q2 2024 and held it in 1 quarter. The position peaked at $7.74K in Q2 2024. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Opal Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 119 ScottsMiracle-Gro shares in Q3 2024, an estimated $7.74K.
  • Opal Wealth Advisors first reported a position in ScottsMiracle-Gro in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's ScottsMiracle-Gro position peaked at $7.74K in Q2 2024.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.