CFIA
Cantor Fitzgerald Investment Advisors’s J.M. Smucker SJM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $16M | Buy |
162,453
+46,913
| +41% | +$4.61M | 1.13% | 28 |
|
2025
Q1 | $13.7M | Sell |
115,540
-7,792
| -6% | -$923K | 1% | 39 |
|
2024
Q4 | $13.6M | Sell |
123,332
-50
| -0% | -$5.51K | 0.94% | 48 |
|
2024
Q3 | $14.9M | Buy |
123,382
+673
| +0.5% | +$81.5K | 1.02% | 46 |
|
2024
Q2 | $13.4M | Buy |
122,709
+13,158
| +12% | +$1.43M | 1.03% | 42 |
|
2024
Q1 | $13.8M | Sell |
109,551
-2,796
| -2% | -$352K | 1.02% | 41 |
|
2023
Q4 | $14.2M | Buy |
+112,347
| New | +$14.2M | 1.1% | 37 |
|
2022
Q1 | $13.1M | Buy |
96,861
+46,792
| +93% | +$6.34M | 0.59% | 64 |
|
2021
Q4 | $6.8M | Buy |
50,069
+957
| +2% | +$130K | 0.41% | 66 |
|
2021
Q3 | $5.9M | Sell |
49,112
-2,850
| -5% | -$342K | 0.44% | 69 |
|
2021
Q2 | $6.73M | Buy |
+51,962
| New | +$6.73M | 0.49% | 62 |
|