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CFM Wealth Partners’s J&J Snack Foods JJSF Stock Holding History

CFM Wealth Partners’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-237
Closed -$30K – 320
2020
Q2 		$30K Sell
237
-21
-8% -$2.64K 0.01% 322
2020
Q1 		$31K Hold
258
– – 0.01% 317
2019
Q4 		$48K Buy
+258
New +$48.6K 0.02% 283

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Macquarie Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

CFM Wealth Partners's JJSF Position: Q3 2020 in Review

CFM Wealth Partners sold out of J&J Snack Foods (JJSF) in Q3 2020, closing a stake of 237 shares — an estimated $30K sold.

CFM Wealth Partners first reported a position in JJSF in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q4 2019. 218 funds tracked by Wall St. Rank hold JJSF as of Q3 2020.

  • CFM Wealth Partners reported no remaining J&J Snack Foods position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 237 J&J Snack Foods shares in Q3 2020, an estimated $30K.
  • CFM Wealth Partners first reported a position in J&J Snack Foods in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's J&J Snack Foods position peaked at $48K in Q4 2019.
  • 218 funds tracked by Wall St. Rank held J&J Snack Foods as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.