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Wells Trecaso Financial Group’s ScottsMiracle-Gro SMG Stock Holding History

Wells Trecaso Financial Group’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
Q2 		– Sell
-850
Closed -$208K – 93
2021
Q1 		$208K Buy
+850
New +$192K 0.11% 78
2020
Q3 		– Sell
-1,685
Closed -$227K – 81
2020
Q2 		$227K Buy
+1,685
New +$218K 0.16% 59

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Massachusetts Financial Services
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State Street
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fisher Asset Management
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Federated Hermes
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Wells Trecaso Financial Group's SMG Position: Q2 2021 in Review

Wells Trecaso Financial Group sold out of ScottsMiracle-Gro (SMG) in Q2 2021, closing a stake of 850 shares — an estimated $208K sold.

Wells Trecaso Financial Group first reported a position in SMG in Q2 2020 and held it in 2 quarters. The position peaked at $227K in Q2 2020. 530 funds tracked by Wall St. Rank hold SMG as of Q2 2021.

  • Wells Trecaso Financial Group reported no remaining ScottsMiracle-Gro position as of Q2 2021 after selling out during the quarter.
  • Wells Trecaso Financial Group sold 850 ScottsMiracle-Gro shares in Q2 2021, an estimated $208K.
  • Wells Trecaso Financial Group first reported a position in ScottsMiracle-Gro in Q2 2020 and held it in 2 quarters.
  • Wells Trecaso Financial Group's ScottsMiracle-Gro position peaked at $227K in Q2 2020.
  • 530 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2021.

Based on Wells Trecaso Financial Group's 13F filing for Q2 2021, filed 29 Jul 2021.