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Patriot Financial Group Insurance Agency’s ScottsMiracle-Gro SMG Stock Holding History

Patriot Financial Group Insurance Agency’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
Q4 		– Sell
-2,376
Closed -$206K – 532
2024
Q3 		$206K Buy
+2,376
New +$167K 0.03% 463
2022
Q3 		– Sell
-6
Closed – – 1719
2022
Q2 		$0 Hold
6
– – ﹤0.01% 2160
2022
Q1 		$1K Hold
6
– – ﹤0.01% 1975
2021
Q4 		$1K Buy
+6
New +$928 ﹤0.01% 2078
2017
Q3 		– Sell
-46
Closed -$4K – 945
2017
Q2 		$4K Buy
+46
New +$4.15K ﹤0.01% 733

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State Street
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Point72 Asset Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SMG Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 2,376 shares — an estimated $206K sold.

Patriot Financial Group Insurance Agency first reported a position in SMG in Q2 2017 and held it in 5 quarters. The position peaked at $206K in Q3 2024. 447 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Patriot Financial Group Insurance Agency reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,376 ScottsMiracle-Gro shares in Q4 2024, an estimated $206K.
  • Patriot Financial Group Insurance Agency first reported a position in ScottsMiracle-Gro in Q2 2017 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's ScottsMiracle-Gro position peaked at $206K in Q3 2024.
  • 447 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.