WR Wealth Planners’s ScottsMiracle-Gro SMG Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-45	Closed	-$3.14K	–	968
2023 Q1	$3.14K	Buy	+45	New	+$3.24K	﹤0.01%	734

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WR Wealth Planners's SMG Position: Q2 2023 in Review

WR Wealth Planners sold out of ScottsMiracle-Gro (SMG) in Q2 2023, closing a stake of 45 shares — an estimated $3.14K sold.

WR Wealth Planners first reported a position in SMG in Q1 2023 and held it in 1 quarter. The position peaked at $3.14K in Q1 2023. 431 funds tracked by Wall St. Rank hold SMG as of Q2 2023.

WR Wealth Planners reported no remaining ScottsMiracle-Gro position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 45 ScottsMiracle-Gro shares in Q2 2023, an estimated $3.14K.
WR Wealth Planners first reported a position in ScottsMiracle-Gro in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's ScottsMiracle-Gro position peaked at $3.14K in Q1 2023.
431 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.