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Stratos Wealth Partners’s ScottsMiracle-Gro SMG Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-3,094
Closed -$268K – 1536
2024
Q3 		$268K Buy
+3,094
New +$217K ﹤0.01% 1205
2024
Q2 		– Sell
-3,345
Closed -$250K – 1440
2024
Q1 		$250K Buy
+3,345
New +$208K ﹤0.01% 1180
2023
Q2 		– Sell
-2,973
Closed -$207K – 1227
2023
Q1 		$207K Buy
+2,973
New +$214K 0.01% 1029
2022
Q3 		– Sell
-5,094
Closed -$402K – 1219
2022
Q2 		$402K Sell
5,094
-792
-13% -$78.3K 0.01% 812
2022
Q1 		$724K Buy
5,886
+1,219
+26% +$171K 0.02% 661
2021
Q4 		$752K Buy
4,667
+779
+20% +$121K 0.02% 655
2021
Q3 		$569K Sell
3,888
-1,216
-24% -$199K 0.01% 705
2021
Q2 		$980K Buy
5,104
+222
+5% +$49K 0.02% 553
2021
Q1 		$1.2M Sell
4,882
-197
-4% -$44.6K 0.03% 452
2020
Q4 		$1.01M Buy
5,079
+304
+6% +$52.1K 0.03% 441
2020
Q3 		$730K Buy
4,775
+626
+15% +$96.7K 0.02% 499
2020
Q2 		$558K Buy
4,149
+347
+9% +$44.8K 0.02% 563
2020
Q1 		$389K Buy
3,802
+879
+30% +$96.7K 0.02% 602
2019
Q4 		$310K Sell
2,923
-1
-0% -$102 0.01% 740
2019
Q3 		$298K Buy
2,924
+352
+14% +$36.9K 0.01% 735
2019
Q2 		$253K Buy
+2,572
New +$229K 0.01% 793
2018
Q4 		– Sell
-1,836
Closed -$145K – 2237
2018
Q3 		$145K Buy
+1,836
New +$144K 0.01% 969
2018
Q2 		– Sell
-884
Closed -$76K – 2323
2018
Q1 		$76K Buy
884
+127
+17% +$12.1K ﹤0.01% 1346
2017
Q4 		$81K Buy
+757
New +$75.6K ﹤0.01% 1287

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's SMG Position: Q4 2024 in Review

Stratos Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q4 2024, closing a stake of 3,094 shares — an estimated $268K sold.

Stratos Wealth Partners first reported a position in SMG in Q4 2017 and held it in 19 quarters. The position peaked at $1.2M in Q1 2021. 446 funds tracked by Wall St. Rank hold SMG as of Q4 2024.

  • Stratos Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,094 ScottsMiracle-Gro shares in Q4 2024, an estimated $268K.
  • Stratos Wealth Partners first reported a position in ScottsMiracle-Gro in Q4 2017 and held it in 19 quarters.
  • Stratos Wealth Partners's ScottsMiracle-Gro position peaked at $1.2M in Q1 2021.
  • 446 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.