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Accurate Wealth Management’s J.M. Smucker SJM Stock Holding History

Accurate Wealth Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-89
Closed -$14.2K – 1218
2022
Q4 		$14.2K Buy
+89
New +$13.3K 0.01% 775
2021
Q3 		– Sell
-1,880
Closed -$244K – 150
2021
Q2 		$244K Buy
+1,880
New +$250K 0.21% 113

Other funds holding SJM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Accurate Wealth Management's SJM Position: Q1 2023 in Review

Accurate Wealth Management sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 89 shares — an estimated $14.2K sold.

Accurate Wealth Management first reported a position in SJM in Q2 2021 and held it in 2 quarters. The position peaked at $244K in Q2 2021. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Accurate Wealth Management reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 89 J.M. Smucker shares in Q1 2023, an estimated $14.2K.
  • Accurate Wealth Management first reported a position in J.M. Smucker in Q2 2021 and held it in 2 quarters.
  • Accurate Wealth Management's J.M. Smucker position peaked at $244K in Q2 2021.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.