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

New Wave 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
2025 Q1	–	Sell	-20	Closed	-$2.21K	–	579
2024 Q4	$2.21K	Buy	+20	New	+$2.3K	﹤0.01%	536

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

New Wave Wealth Advisors's SJM Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 20 shares — an estimated $2.21K sold.

New Wave Wealth Advisors first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

New Wave Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 20 J.M. Smucker shares in Q1 2025, an estimated $2.21K.
New Wave Wealth Advisors first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
New Wave Wealth Advisors's J.M. Smucker position peaked at $2.21K in Q4 2024.
833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.