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Wetzel Investment Advisors’s ScottsMiracle-Gro SMG Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-54
Closed -$4.03K – 766
2024
Q2 		$4.03K Hold
54
– – ﹤0.01% 620
2024
Q1 		$3.67K Hold
54
– – ﹤0.01% 730
2023
Q4 		$3K Buy
+54
New +$2.92K ﹤0.01% 808

Other funds holding SMG

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Wetzel Investment Advisors's SMG Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of ScottsMiracle-Gro (SMG) in Q3 2024, closing a stake of 54 shares — an estimated $4.03K sold.

Wetzel Investment Advisors first reported a position in SMG in Q4 2023 and held it in 3 quarters. The position peaked at $4.03K in Q2 2024. 462 funds tracked by Wall St. Rank hold SMG as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining ScottsMiracle-Gro position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 54 ScottsMiracle-Gro shares in Q3 2024, an estimated $4.03K.
  • Wetzel Investment Advisors first reported a position in ScottsMiracle-Gro in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's ScottsMiracle-Gro position peaked at $4.03K in Q2 2024.
  • 462 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.