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Northwest Financial Advisors’s J.M. Smucker SJM Stock Holding History

Northwest Financial 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
-17
Closed -$2.06K – 466
2024
Q3 		$2.06K Buy
+17
New +$2K ﹤0.01% 494
2024
Q1 		– Sell
-17
Closed -$2.15K – 444
2023
Q4 		$2.15K Buy
+17
New +$1.97K ﹤0.01% 491

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

Northwest Financial Advisors's SJM Position: Q4 2024 in Review

Northwest Financial Advisors sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 17 shares — an estimated $2.06K sold.

Northwest Financial Advisors first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $2.15K in Q4 2023. 847 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Northwest Financial Advisors reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 17 J.M. Smucker shares in Q4 2024, an estimated $2.06K.
  • Northwest Financial Advisors first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's J.M. Smucker position peaked at $2.15K in Q4 2023.
  • 847 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

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