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Regent Peak Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-10
Closed -$2K – 846
2020
Q4 		$2K Buy
+10
New +$1.71K ﹤0.01% 842

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Massachusetts Financial Services
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State Street
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Wells Fargo
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Fisher Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regent Peak Wealth Advisors's SMG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2021, closing a stake of 10 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in SMG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 559 funds tracked by Wall St. Rank hold SMG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 10 ScottsMiracle-Gro shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ScottsMiracle-Gro position peaked at $2K in Q4 2020.
  • 559 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.