Authentikos Wealth Advisory’s J.M. Smucker SJM Stock Holding History

Authentikos Wealth Advisory’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 Q4	–	Sell	-2	Closed	-$246	–	506
2023 Q3	$246	Buy	+2	New	+$284	﹤0.01%	611

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Authentikos Wealth Advisory's SJM Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 2 shares — an estimated $246 sold.

Authentikos Wealth Advisory first reported a position in SJM in Q3 2023 and held it in 1 quarter. The position peaked at $246 in Q3 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

Authentikos Wealth Advisory reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 2 J.M. Smucker shares in Q4 2023, an estimated $246.
Authentikos Wealth Advisory first reported a position in J.M. Smucker in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's J.M. Smucker position peaked at $246 in Q3 2023.
899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.