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Kiely Wealth Advisory Group’s J.M. Smucker SJM Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$1.16K Hold
11
– – ﹤0.01% 299
2024
Q3 		$1.27K Hold
11
– – ﹤0.01% 299
2024
Q2 		$1.33K Hold
11
– – ﹤0.01% 287
2024
Q1 		$1.28K Hold
11
– – ﹤0.01% 262
2023
Q4 		$1.49K Buy
+11
New +$1.27K ﹤0.01% 251

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Kiely Wealth Advisory Group's SJM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its J.M. Smucker (SJM) position steady in Q4 2024 at 11 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Kiely Wealth Advisory Group first reported a position in SJM in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.49K in Q4 2023. 844 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Kiely Wealth Advisory Group held 11 shares of J.M. Smucker worth $1.16K as of Q4 2024.
  • Kiely Wealth Advisory Group left its J.M. Smucker share count unchanged in Q4 2024.
  • J.M. Smucker made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #299 holding.
  • Kiely Wealth Advisory Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's J.M. Smucker position peaked at $1.49K in Q4 2023.
  • 844 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.