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Confluence Wealth Services’s J.M. Smucker SJM Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-116
Closed -$15K – 1002
2021
Q4 		$15K Buy
+116
New +$14.8K ﹤0.01% 809

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Confluence Wealth Services's SJM Position: Q1 2022 in Review

Confluence Wealth Services sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 116 shares — an estimated $15K sold.

Confluence Wealth Services first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $15K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • Confluence Wealth Services reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 116 J.M. Smucker shares in Q1 2022, an estimated $15K.
  • Confluence Wealth Services first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's J.M. Smucker position peaked at $15K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.