Amplius Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-22	Closed	-$2K	–	764
2021 Q4	$2K	Buy	+22	New	+$2.81K	﹤0.01%	855

Other funds holding SJM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amplius Wealth Advisors's SJM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 22 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

Amplius Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 22 J.M. Smucker shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's J.M. Smucker position peaked at $2K in Q4 2021.
859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.