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

Triad 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
Q3 		– Sell
-42
Closed -$2.73K – 764
2024
Q2 		$2.73K Buy
+42
New +$2.87K ﹤0.01% 706

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EARNEST Partners
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State Street
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Northern Trust
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Wells Fargo
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's SMG Position: Q3 2024 in Review

Triad Wealth Partners sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 42 shares — an estimated $2.73K sold.

Triad Wealth Partners first reported a position in SMG in Q2 2024 and held it in 1 quarter. The position peaked at $2.73K in Q2 2024. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Triad Wealth Partners reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 42 ScottsMiracle-Gro shares in Q3 2024, an estimated $2.73K.
  • Triad Wealth Partners first reported a position in ScottsMiracle-Gro in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's ScottsMiracle-Gro position peaked at $2.73K in Q2 2024.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.