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Pacific Capital Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Pacific Capital 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
Q2 		– Sell
-36
Closed -$2.69K – 654
2024
Q1 		$2.69K Buy
+36
New +$2.24K ﹤0.01% 402

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Pacific Capital Wealth Advisors's SMG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2024, closing a stake of 36 shares — an estimated $2.69K sold.

Pacific Capital Wealth Advisors first reported a position in SMG in Q1 2024 and held it in 1 quarter. The position peaked at $2.69K in Q1 2024. 440 funds tracked by Wall St. Rank hold SMG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 36 ScottsMiracle-Gro shares in Q2 2024, an estimated $2.69K.
  • Pacific Capital Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's ScottsMiracle-Gro position peaked at $2.69K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.