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

Axxcess 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
2024
Q3 		– Sell
-1,850
Closed -$202K – 940
2024
Q2 		$202K Sell
1,850
-1,550
-46% -$175K 0.01% 801
2024
Q1 		$428K Buy
+3,400
New +$430K 0.01% 579
2023
Q4 		– Sell
-2,350
Closed -$289K – 922
2023
Q3 		$289K Sell
2,350
-1,501
-39% -$213K 0.01% 607
2023
Q2 		$569K Sell
3,851
-874
-18% -$133K 0.04% 325
2023
Q1 		$744K Buy
+4,725
New +$718K 0.06% 285

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Axxcess Wealth Management's SJM Position: Q3 2024 in Review

Axxcess Wealth Management sold out of J.M. Smucker (SJM) in Q3 2024, closing a stake of 1,850 shares — an estimated $202K sold.

Axxcess Wealth Management first reported a position in SJM in Q1 2023 and held it in 5 quarters. The position peaked at $744K in Q1 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q3 2024.

  • Axxcess Wealth Management reported no remaining J.M. Smucker position as of Q3 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,850 J.M. Smucker shares in Q3 2024, an estimated $202K.
  • Axxcess Wealth Management first reported a position in J.M. Smucker in Q1 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's J.M. Smucker position peaked at $744K in Q1 2023.
  • 845 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2024.

Based on Axxcess Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.