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SYSTM Wealth Solutions’s ScottsMiracle-Gro SMG Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,432
Closed -$107K – 927
2024
Q1 		$107K Buy
1,432
+1
+0.1% +$62 0.01% 469
2023
Q4 		$91.2K Buy
+1,431
New +$77.3K 0.01% 467
2023
Q2 		– Sell
-4,236
Closed -$295K – 519
2023
Q1 		$295K Sell
4,236
-335
-7% -$24.1K 0.05% 378
2022
Q4 		$222K Buy
+4,571
New +$229K 0.03% 483

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SYSTM Wealth Solutions's SMG Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of ScottsMiracle-Gro (SMG) in Q2 2024, closing a stake of 1,432 shares — an estimated $107K sold.

SYSTM Wealth Solutions first reported a position in SMG in Q4 2022 and held it in 4 quarters. The position peaked at $295K in Q1 2023. 440 funds tracked by Wall St. Rank hold SMG as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining ScottsMiracle-Gro position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,432 ScottsMiracle-Gro shares in Q2 2024, an estimated $107K.
  • SYSTM Wealth Solutions first reported a position in ScottsMiracle-Gro in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's ScottsMiracle-Gro position peaked at $295K in Q1 2023.
  • 440 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.