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Coppell Advisory Solutions Corp’s J.M. Smucker SJM Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-29
Closed -$4.59K – 923
2022
Q4 		$4.59K Buy
+29
New +$4.32K ﹤0.01% 730

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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions Corp's SJM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 29 shares — an estimated $4.59K sold.

Coppell Advisory Solutions Corp first reported a position in SJM in Q4 2022 and held it in 1 quarter. The position peaked at $4.59K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 29 J.M. Smucker shares in Q1 2023, an estimated $4.59K.
  • Coppell Advisory Solutions Corp first reported a position in J.M. Smucker in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's J.M. Smucker position peaked at $4.59K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.