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

Clearview 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
2023
Q4 		– Sell
-5,444
Closed -$669K – 130
2023
Q3 		$669K Buy
5,444
+588
+12% +$83.5K 0.83% 45
2023
Q2 		$717K Buy
+4,856
New +$741K 0.73% 42

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clearview Wealth Advisors's SJM Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2023, closing a stake of 5,444 shares — an estimated $669K sold.

Clearview Wealth Advisors first reported a position in SJM in Q2 2023 and held it in 2 quarters. The position peaked at $717K in Q2 2023. 899 funds tracked by Wall St. Rank hold SJM as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 5,444 J.M. Smucker shares in Q4 2023, an estimated $669K.
  • Clearview Wealth Advisors first reported a position in J.M. Smucker in Q2 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's J.M. Smucker position peaked at $717K in Q2 2023.
  • 899 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.