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Global Wealth Management Investment Advisory’s J.M. Smucker SJM Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-50
Closed -$6.32K – 382
2023
Q4 		$6.32K Hold
50
– – ﹤0.01% 321
2023
Q3 		$6.15K Hold
50
– – ﹤0.01% 324
2023
Q2 		$7.38K Buy
+50
New +$7.63K ﹤0.01% 313

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's SJM Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 50 shares — an estimated $6.32K sold.

Global Wealth Management Investment Advisory first reported a position in SJM in Q2 2023 and held it in 3 quarters. The position peaked at $7.38K in Q2 2023. 885 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 50 J.M. Smucker shares in Q1 2024, an estimated $6.32K.
  • Global Wealth Management Investment Advisory first reported a position in J.M. Smucker in Q2 2023 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's J.M. Smucker position peaked at $7.38K in Q2 2023.
  • 885 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.