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

Wealth Advisory 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
2021 Q3	$239K	Buy	1,635 +3	+0.2%	+$492	0.05%	159
2021 Q2	$313K	Sell	1,632 -795	-33%	-$175K	0.07%	129
2021 Q1	$594K	Buy	2,427 +832	+52%	+$188K	0.44%	42
2020 Q4	$317K	Buy	1,595 +1	+0.1%	+$171	0.09%	123
2020 Q3	$243K	Hold	1,594	–	–	0.06%	160
2020 Q2	$214K	Buy	+1,594	New	+$206K	0.06%	172

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Wealth Advisory Solutions's SMG Position: Q3 2021 in Review

Wealth Advisory Solutions increased its ScottsMiracle-Gro (SMG) stake by 0.18% in Q3 2021, buying an estimated $492 and bringing the position to 1,635 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #159.

Wealth Advisory Solutions first reported a position in SMG in Q2 2020 and has held it in 6 quarters since. The position peaked at $594K in Q1 2021. 504 funds tracked by Wall St. Rank hold SMG as of Q3 2021.

Wealth Advisory Solutions held 1,635 shares of ScottsMiracle-Gro worth $239K as of Q3 2021.
Wealth Advisory Solutions bought 3 ScottsMiracle-Gro shares in Q3 2021, an estimated $492.
ScottsMiracle-Gro made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2021, its #159 holding.
Wealth Advisory Solutions first reported a position in ScottsMiracle-Gro in Q2 2020 and has held it in 6 quarters since.
Wealth Advisory Solutions's ScottsMiracle-Gro position peaked at $594K in Q1 2021.
504 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2021.

Based on Wealth Advisory Solutions's 13F filing for Q3 2021, filed 3 Nov 2021.