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

Legacy Capital 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
2024 Q2	–	Sell	-1,415	Closed	-$214K	–	358
2024 Q1	$214K	Buy	+1,415	New	+$179K	0.15%	102
2023 Q4	–	Sell	-2,997	Closed	-$368K	–	306
2023 Q3	$368K	Buy	+2,997	New	+$426K	0.1%	189
2023 Q2	–	Sell	-2,823	Closed	-$444K	–	201
2023 Q1	$444K	Buy	+2,823	New	+$429K	0.12%	145

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Capital Wealth Partners's SJM Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,415 shares — an estimated $214K sold.

Legacy Capital Wealth Partners first reported a position in SJM in Q1 2023 and held it in 3 quarters. The position peaked at $444K in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

Legacy Capital Wealth Partners reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
Legacy Capital Wealth Partners sold 1,415 J.M. Smucker shares in Q2 2024, an estimated $214K.
Legacy Capital Wealth Partners first reported a position in J.M. Smucker in Q1 2023 and held it in 3 quarters.
Legacy Capital Wealth Partners's J.M. Smucker position peaked at $444K in Q1 2023.
851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.