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WealthSource Partners’s ScottsMiracle-Gro SMG Stock Holding History

WealthSource 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
2022
Q2 		– Sell
-1,938
Closed -$238K – 593
2022
Q1 		$238K Sell
1,938
-9
-0.5% -$1.26K 0.02% 505
2021
Q4 		$314K Sell
1,947
-15
-0.8% -$2.32K 0.03% 425
2021
Q3 		$287K Sell
1,962
-40
-2% -$6.55K 0.03% 408
2021
Q2 		$384K Sell
2,002
-55
-3% -$12.1K 0.03% 317
2021
Q1 		$504K Hold
2,057
– – 0.05% 240
2020
Q4 		$410K Hold
2,057
– – 0.05% 238
2020
Q3 		$315K Buy
2,057
+55
+3% +$8.5K 0.04% 256
2020
Q2 		$269K Buy
+2,002
New +$258K 0.04% 264
2018
Q1 		– Sell
-4,211
Closed -$451K – 332
2017
Q4 		$451K Sell
4,211
-10
-0.2% -$999 0.14% 146
2017
Q3 		$411K Buy
4,221
+1,310
+45% +$124K 0.14% 161
2017
Q2 		$260K Sell
2,911
-4,010
-58% -$362K 0.09% 222
2017
Q1 		$646K Sell
6,921
-410
-6% -$38K 0.24% 102
2016
Q4 		$700K Sell
7,331
-223
-3% -$20K 0.29% 73
2016
Q3 		$629K Sell
7,554
-85
-1% -$6.7K 0.23% 99
2016
Q2 		$534K Buy
7,639
+118
+2% +$8.2K 0.2% 107
2016
Q1 		$547K Buy
+7,521
New +$512K 0.22% 88

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WealthSource Partners's SMG Position: Q2 2022 in Review

WealthSource Partners sold out of ScottsMiracle-Gro (SMG) in Q2 2022, closing a stake of 1,938 shares — an estimated $238K sold.

WealthSource Partners first reported a position in SMG in Q1 2016 and held it in 16 quarters. The position peaked at $700K in Q4 2016. 460 funds tracked by Wall St. Rank hold SMG as of Q2 2022.

  • WealthSource Partners reported no remaining ScottsMiracle-Gro position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 1,938 ScottsMiracle-Gro shares in Q2 2022, an estimated $238K.
  • WealthSource Partners first reported a position in ScottsMiracle-Gro in Q1 2016 and held it in 16 quarters.
  • WealthSource Partners's ScottsMiracle-Gro position peaked at $700K in Q4 2016.
  • 460 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.