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Paragon Wealth Strategies’s ScottsMiracle-Gro SMG Stock Holding History

Paragon Wealth Strategies’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
-233
Closed -$11.3K – 197
2022
Q4 		$11.3K Buy
233
+3
+1% +$150 0.01% 136
2022
Q3 		$10K Buy
+230
New +$16.5K 0.01% 106
2021
Q3 		– Sell
-142
Closed -$27K – 242
2021
Q2 		$27K Buy
+142
New +$31.3K 0.01% 114

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Paragon Wealth Strategies's SMG Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of ScottsMiracle-Gro (SMG) in Q1 2023, closing a stake of 233 shares — an estimated $11.3K sold.

Paragon Wealth Strategies first reported a position in SMG in Q2 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 440 funds tracked by Wall St. Rank hold SMG as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining ScottsMiracle-Gro position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 233 ScottsMiracle-Gro shares in Q1 2023, an estimated $11.3K.
  • Paragon Wealth Strategies first reported a position in ScottsMiracle-Gro in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's ScottsMiracle-Gro position peaked at $27K in Q2 2021.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.