Selective Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-100	Closed	-$4K	–	628
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	623
2022 Q2	$8K	Hold	100	–	–	﹤0.01%	591
2022 Q1	$12K	Sell	100 -45	-31%	-$6.3K	﹤0.01%	518
2021 Q4	$23K	Hold	145	–	–	0.01%	393
2021 Q3	$21K	Buy	145 +45	+45%	+$7.37K	0.01%	358
2021 Q2	$19K	Hold	100	–	–	0.02%	285
2021 Q1	$24K	Hold	100	–	–	0.02%	179
2020 Q4	$20K	Buy	+100	New	+$17.1K	0.01%	186
2020 Q3	–	Sell	-46	Closed	-$6K	–	399
2020 Q2	$6K	Hold	46	–	–	0.01%	291
2020 Q1	$5K	Hold	46	–	–	0.01%	213
2019 Q4	$5K	Hold	46	–	–	0.01%	222
2019 Q3	$5K	Buy	+46	New	+$4.82K	0.01%	225

Other funds holding SMG

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's SMG Position: Q4 2022 in Review

Selective Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in SMG in Q3 2019 and held it in 12 quarters. The position peaked at $24K in Q1 2021. 426 funds tracked by Wall St. Rank hold SMG as of Q4 2022.

Selective Wealth Management reported no remaining ScottsMiracle-Gro position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 100 ScottsMiracle-Gro shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in ScottsMiracle-Gro in Q3 2019 and held it in 12 quarters.
Selective Wealth Management's ScottsMiracle-Gro position peaked at $24K in Q1 2021.
426 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.