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Concord Wealth Partners’s J.M. Smucker SJM Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-110
Closed -$17.3K – 1065
2023
Q1 		$17.3K Hold
110
– – ﹤0.01% 507
2022
Q4 		$17.4K Buy
+110
New +$16.4K 0.01% 544
2022
Q3 		– Sell
-186
Closed -$24K – 970
2022
Q2 		$24K Sell
186
-121
-39% -$16.1K 0.01% 508
2022
Q1 		$42K Buy
307
+66
+27% +$9K 0.01% 471
2021
Q4 		$33K Buy
241
+238
+7,933% +$30.4K 0.01% 534
2021
Q3 		$0 Sell
3
-120
-98% -$15.3K ﹤0.01% 1015
2021
Q2 		$16K Sell
123
-1
-0.8% -$133 ﹤0.01% 553
2021
Q1 		$16K Buy
+124
New +$14.6K 0.01% 515

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concord Wealth Partners's SJM Position: Q2 2023 in Review

Concord Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2023, closing a stake of 110 shares — an estimated $17.3K sold.

Concord Wealth Partners first reported a position in SJM in Q1 2021 and held it in 8 quarters. The position peaked at $42K in Q1 2022. 923 funds tracked by Wall St. Rank hold SJM as of Q2 2023.

  • Concord Wealth Partners reported no remaining J.M. Smucker position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 110 J.M. Smucker shares in Q2 2023, an estimated $17.3K.
  • Concord Wealth Partners first reported a position in J.M. Smucker in Q1 2021 and held it in 8 quarters.
  • Concord Wealth Partners's J.M. Smucker position peaked at $42K in Q1 2022.
  • 923 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.