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

Alterna 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
Q2 		– Sell
-1,410
Closed -$222K – 125
2023
Q1 		$222K Buy
+1,410
New +$214K 0.28% 78
2022
Q3 		– Sell
-1,586
Closed -$203K – 105
2022
Q2 		$203K Buy
+1,586
New +$212K 0.21% 77
2020
Q3 		– Sell
-2,983
Closed -$316K – 110
2020
Q2 		$316K Buy
+2,983
New +$335K 0.38% 73

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Alterna Wealth Management's SJM Position: Q2 2023 in Review

Alterna Wealth Management sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 1,410 shares — an estimated $222K sold.

Alterna Wealth Management first reported a position in SJM in Q2 2020 and held it in 3 quarters. The position peaked at $316K in Q2 2020. 922 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Alterna Wealth Management reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 1,410 J.M. Smucker shares in Q2 2023, an estimated $222K.
  • Alterna Wealth Management first reported a position in J.M. Smucker in Q2 2020 and held it in 3 quarters.
  • Alterna Wealth Management's J.M. Smucker position peaked at $316K in Q2 2020.
  • 922 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.