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

Sutton 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
2023 Q3	$1.08K	Hold	21	–	–	﹤0.01%	788
2023 Q2	$1.32K	Hold	21	–	–	﹤0.01%	751
2023 Q1	$1.47K	Sell	21 -436	-95%	-$31.4K	﹤0.01%	688
2022 Q4	$22.2K	Sell	457 -575	-56%	-$28.8K	0.01%	653
2022 Q3	$44.1K	Sell	1,032 -326	-24%	-$23.4K	0.02%	405
2022 Q2	$107K	Buy	1,358 +998	+277%	+$98.6K	0.04%	232
2022 Q1	$44.3K	Sell	360 -5	-1%	-$700	0.02%	439
2021 Q4	$58.8K	Buy	365 +5	+1%	+$774	0.02%	373
2021 Q3	$52.7K	Hold	360	–	–	0.02%	385
2021 Q2	$69.1K	Hold	360	–	–	0.03%	324
2021 Q1	$88.2K	Hold	360	–	–	0.03%	261
2020 Q4	$71.7K	Hold	360	–	–	0.03%	276
2020 Q3	$55K	Hold	360	–	–	0.03%	289
2020 Q2	$48.4K	Hold	360	–	–	0.03%	307
2020 Q1	$36.9K	Hold	360	–	–	0.02%	336
2019 Q4	$38.2K	Hold	360	–	–	0.02%	387
2019 Q3	$36.7K	Hold	360	–	–	0.02%	391
2019 Q2	$35.5K	Hold	360	–	–	0.02%	402
2019 Q1	$28.3K	Buy	+360	New	+$27.1K	0.02%	464

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Sutton Wealth Advisors's SMG Position: Q3 2023 in Review

Sutton Wealth Advisors held its ScottsMiracle-Gro (SMG) position steady in Q3 2023 at 21 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Sutton Wealth Advisors first reported a position in SMG in Q1 2019 and has held it in 19 quarters since. The position peaked at $107K in Q2 2022. 403 funds tracked by Wall St. Rank hold SMG as of Q3 2023.

Sutton Wealth Advisors held 21 shares of ScottsMiracle-Gro worth $1.08K as of Q3 2023.
Sutton Wealth Advisors left its ScottsMiracle-Gro share count unchanged in Q3 2023.
ScottsMiracle-Gro made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #788 holding.
Sutton Wealth Advisors first reported a position in ScottsMiracle-Gro in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's ScottsMiracle-Gro position peaked at $107K in Q2 2022.
403 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.