Realta Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-173	Closed	-$16K	–	1215
2019 Q4	$16K	Hold	173	–	–	﹤0.01%	997
2019 Q3	$16K	Sell	173 -71	-29%	-$7.43K	﹤0.01%	989
2019 Q2	$24K	Buy	244 +1	+0.4%	+$89	0.01%	874
2019 Q1	$20K	Buy	+243	New	+$18.3K	0.01%	759

Other funds holding SMG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Realta Investment Advisors's SMG Position: Q1 2020 in Review

Realta Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2020, closing a stake of 173 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in SMG in Q1 2019 and held it in 4 quarters. The position peaked at $24K in Q2 2019. 412 funds tracked by Wall St. Rank hold SMG as of Q1 2020.

Realta Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 173 ScottsMiracle-Gro shares in Q1 2020, an estimated $16K.
Realta Investment Advisors first reported a position in ScottsMiracle-Gro in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's ScottsMiracle-Gro position peaked at $24K in Q2 2019.
412 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.