Core Wealth Advisors (Florida)’s J.M. Smucker SJM Stock Holding History

Core Wealth Advisors (Florida)’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	-49	Closed	-$7.76K	–	275
2022 Q4	$7.76K	Buy	49 +15	+44%	+$2.23K	﹤0.01%	177
2022 Q3	$5K	Buy	+34	New	+$4.63K	﹤0.01%	174
2022 Q1	–	Sell	-44	Closed	-$6K	–	227
2021 Q4	$6K	Buy	+44	New	+$5.61K	﹤0.01%	179

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Core Wealth Advisors (Florida)'s SJM Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 49 shares — an estimated $7.76K sold.

Core Wealth Advisors (Florida) first reported a position in SJM in Q4 2021 and held it in 3 quarters. The position peaked at $7.76K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 49 J.M. Smucker shares in Q1 2023, an estimated $7.76K.
Core Wealth Advisors (Florida) first reported a position in J.M. Smucker in Q4 2021 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s J.M. Smucker position peaked at $7.76K in Q4 2022.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.