Ten Capital Wealth Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Ten Capital 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 Q2	–	Sell	-68	Closed	-$4.74K	–	466
2023 Q1	$4.74K	Sell	68 -7	-9%	-$503	﹤0.01%	424
2022 Q4	$3.64K	Buy	75 +7	+10%	+$351	﹤0.01%	407
2022 Q3	$3K	Hold	68	–	–	﹤0.01%	469
2022 Q2	$5K	Hold	68	–	–	﹤0.01%	334
2022 Q1	$8K	Hold	68	–	–	﹤0.01%	321
2021 Q4	$11K	Buy	+68	New	+$10.5K	﹤0.01%	293
2021 Q3	–	Sell	-10	Closed	-$2K	–	494
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	421
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	329
2020 Q4	$2K	Buy	+10	New	+$1.71K	﹤0.01%	333

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

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

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

Ten Capital Wealth Advisors's SMG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 68 shares — an estimated $4.74K sold.

Ten Capital Wealth Advisors first reported a position in SMG in Q4 2020 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 68 ScottsMiracle-Gro shares in Q2 2023, an estimated $4.74K.
Ten Capital Wealth Advisors first reported a position in ScottsMiracle-Gro in Q4 2020 and held it in 9 quarters.
Ten Capital Wealth Advisors's ScottsMiracle-Gro position peaked at $11K in Q4 2021.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.