FRG Family Wealth Advisors’s J.M. Smucker SJM Stock Holding History

FRG Family Wealth Advisors’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 Q2	–	Sell	-115	Closed	-$13.2K	–	314
2024 Q1	$13.2K	Buy	+115	New	+$14.6K	﹤0.01%	253

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

FRG Family Wealth Advisors's SJM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 115 shares — an estimated $13.2K sold.

FRG Family Wealth Advisors first reported a position in SJM in Q1 2024 and held it in 1 quarter. The position peaked at $13.2K in Q1 2024. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

FRG Family Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 115 J.M. Smucker shares in Q2 2024, an estimated $13.2K.
FRG Family Wealth Advisors first reported a position in J.M. Smucker in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's J.M. Smucker position peaked at $13.2K in Q1 2024.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.