FAG
SJM icon

Fortitude Advisory Group’s J.M. Smucker SJM Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-657
Closed -$89K – 1085
2022
Q1 		$89K Buy
657
+4
+0.6% +$545 0.05% 371
2021
Q4 		$89K Buy
+653
New +$83.3K 0.04% 372

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortitude Advisory Group's SJM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 657 shares — an estimated $89K sold.

Fortitude Advisory Group first reported a position in SJM in Q4 2021 and held it in 2 quarters. The position peaked at $89K in Q1 2022. 861 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

  • Fortitude Advisory Group reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 657 J.M. Smucker shares in Q2 2022, an estimated $89K.
  • Fortitude Advisory Group first reported a position in J.M. Smucker in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's J.M. Smucker position peaked at $89K in Q1 2022.
  • 861 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.