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Dynasty Wealth Management’s J.M. Smucker SJM Stock Holding History

Dynasty Wealth Management’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
2024
Q4 		– Sell
-6,817
Closed -$826K – 267
2024
Q3 		$826K Buy
6,817
+635
+10% +$74.8K 0.02% 143
2024
Q2 		$674K Buy
6,182
+1,691
+38% +$191K 0.02% 164
2024
Q1 		$565K Buy
+4,491
New +$569K 0.02% 179

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Dynasty Wealth Management's SJM Position: Q4 2024 in Review

Dynasty Wealth Management sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 6,817 shares — an estimated $826K sold.

Dynasty Wealth Management first reported a position in SJM in Q1 2024 and held it in 3 quarters. The position peaked at $826K in Q3 2024. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Dynasty Wealth Management reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 6,817 J.M. Smucker shares in Q4 2024, an estimated $826K.
  • Dynasty Wealth Management first reported a position in J.M. Smucker in Q1 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's J.M. Smucker position peaked at $826K in Q3 2024.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.