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

Kingswood 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
2024
Q4 		– Sell
-1,952
Closed -$236K – 888
2024
Q3 		$236K Buy
+1,952
New +$230K 0.02% 633
2024
Q2 		– Sell
-2,240
Closed -$282K – 704
2024
Q1 		$282K Sell
2,240
-500
-18% -$63.3K 0.03% 499
2023
Q4 		$346K Sell
2,740
-943
-26% -$109K 0.04% 428
2023
Q3 		$453K Buy
+3,683
New +$523K 0.08% 265

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Kingswood Wealth Advisors's SJM Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 1,952 shares — an estimated $236K sold.

Kingswood Wealth Advisors first reported a position in SJM in Q3 2023 and held it in 4 quarters. The position peaked at $453K in Q3 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,952 J.M. Smucker shares in Q4 2024, an estimated $236K.
  • Kingswood Wealth Advisors first reported a position in J.M. Smucker in Q3 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's J.M. Smucker position peaked at $453K in Q3 2023.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.