SVWAG
SMG icon

Sound View Wealth Advisors Group’s ScottsMiracle-Gro SMG Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-875
Closed -$214K – 290
2021
Q1 		$214K Buy
+875
New +$198K 0.05% 253

Other funds holding SMG

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Sound View Wealth Advisors Group's SMG Position: Q2 2021 in Review

Sound View Wealth Advisors Group sold out of ScottsMiracle-Gro (SMG) in Q2 2021, closing a stake of 875 shares — an estimated $214K sold.

Sound View Wealth Advisors Group first reported a position in SMG in Q1 2021 and held it in 1 quarter. The position peaked at $214K in Q1 2021. 529 funds tracked by Wall St. Rank hold SMG as of Q2 2021.

  • Sound View Wealth Advisors Group reported no remaining ScottsMiracle-Gro position as of Q2 2021 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 875 ScottsMiracle-Gro shares in Q2 2021, an estimated $214K.
  • Sound View Wealth Advisors Group first reported a position in ScottsMiracle-Gro in Q1 2021 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's ScottsMiracle-Gro position peaked at $214K in Q1 2021.
  • 529 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2021.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2021, filed 21 Jul 2021.