Icon Wealth Partners’s J.M. Smucker SJM Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-7	Closed	-$1K	–	659
2019 Q1	$1K	Buy	+7	New	+$732	﹤0.01%	872

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Icon Wealth Partners's SJM Position: Q2 2019 in Review

Icon Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2019, closing a stake of 7 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in SJM in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2019.

Icon Wealth Partners reported no remaining J.M. Smucker position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 7 J.M. Smucker shares in Q2 2019, an estimated $1K.
Icon Wealth Partners first reported a position in J.M. Smucker in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's J.M. Smucker position peaked at $1K in Q1 2019.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.