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

Gibson 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
2022
Q4 		$310K Buy
2,079
+2,046
+6,200% +$305K 0.01% 90
2022
Q3 		$5K Hold
33
– – 0.01% 93
2022
Q2 		$4K Hold
33
– – ﹤0.01% 91
2022
Q1 		$4K Hold
33
– – ﹤0.01% 103
2021
Q4 		$4K Buy
+33
New +$4.21K ﹤0.01% 89

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gibson Wealth Advisors's SJM Position: Q4 2022 in Review

Gibson Wealth Advisors increased its J.M. Smucker (SJM) stake by 6,200% in Q4 2022, buying an estimated $305K and bringing the position to 2,079 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #90.

Gibson Wealth Advisors first reported a position in SJM in Q4 2021 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold SJM as of Q4 2022.

  • Gibson Wealth Advisors held 2,079 shares of J.M. Smucker worth $310K as of Q4 2022.
  • Gibson Wealth Advisors bought 2,046 J.M. Smucker shares in Q4 2022, an estimated $305K.
  • J.M. Smucker made up 0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #90 holding.
  • Gibson Wealth Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 5 quarters since.
  • 925 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.