BWA
SJM icon

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

BDO 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
2021
Q1 		– Sell
-54
Closed -$6K – 1260
2020
Q4 		$6K Hold
54
– – ﹤0.01% 620
2020
Q3 		$6K Buy
54
+1
+2% +$111 ﹤0.01% 541
2020
Q2 		$6K Buy
53
+5
+10% +$562 ﹤0.01% 548
2020
Q1 		$5K Buy
48
+1
+2% +$107 ﹤0.01% 604
2019
Q4 		$5K Sell
47
-272
-85% -$28.8K ﹤0.01% 496
2019
Q3 		$35K Hold
319
– – 0.01% 356
2019
Q2 		$37K Hold
319
– – 0.01% 339
2019
Q1 		$37K Hold
319
– – 0.01% 316
2018
Q4 		$30K Hold
319
– – 0.01% 303
2018
Q3 		$33K Buy
319
+201
+170% +$22K 0.01% 341
2018
Q2 		$13K Buy
118
+1
+0.9% +$112 ﹤0.01% 435
2018
Q1 		$15K Buy
+117
New +$14.6K 0.01% 355
2017
Q3 		– Sell
-69
Closed -$8K – 528
2017
Q2 		$8K Buy
+69
New +$8.72K ﹤0.01% 402

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's SJM Position: Q1 2021 in Review

BDO Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 54 shares — an estimated $6K sold.

BDO Wealth Advisors first reported a position in SJM in Q2 2017 and held it in 13 quarters. The position peaked at $37K in Q2 2019. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • BDO Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 54 J.M. Smucker shares in Q1 2021, an estimated $6K.
  • BDO Wealth Advisors first reported a position in J.M. Smucker in Q2 2017 and held it in 13 quarters.
  • BDO Wealth Advisors's J.M. Smucker position peaked at $37K in Q2 2019.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.