Ropes Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Ropes 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	-4	Closed	-$1K	–	698
2020 Q4	$1K	Sell	4 -328	-99%	-$56.2K	﹤0.01%	773
2020 Q3	$51K	Buy	+332	New	+$51.3K	0.01%	333
2017 Q4	–	Sell	-1,300	Closed	-$127K	–	813
2017 Q3	$127K	Hold	1,300	–	–	0.03%	250
2017 Q2	$116K	Hold	1,300	–	–	0.03%	253
2017 Q1	$121K	Buy	+1,300	New	+$121K	0.04%	251

Other funds holding SMG

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

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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's SMG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in SMG in Q1 2017 and held it in 5 quarters. The position peaked at $127K in Q3 2017. 559 funds tracked by Wall St. Rank hold SMG as of Q1 2021.

Ropes Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 4 ScottsMiracle-Gro shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2017 and held it in 5 quarters.
Ropes Wealth Advisors's ScottsMiracle-Gro position peaked at $127K in Q3 2017.
559 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.