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

FSB Premier 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
2022
Q1 		– Sell
-275
Closed -$37K – 440
2021
Q4 		$37K Buy
+275
New +$35.1K 0.02% 270

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FSB Premier Wealth Management's SJM Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of J.M. Smucker (SJM) in Q1 2022, closing a stake of 275 shares — an estimated $37K sold.

FSB Premier Wealth Management first reported a position in SJM in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 859 funds tracked by Wall St. Rank hold SJM as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining J.M. Smucker position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 275 J.M. Smucker shares in Q1 2022, an estimated $37K.
  • FSB Premier Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's J.M. Smucker position peaked at $37K in Q4 2021.
  • 859 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.