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

Personal 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
2021
Q3 		– Sell
-200
Closed -$26K – 342
2021
Q2 		$26K Buy
+200
New +$26.6K 0.01% 196
2020
Q1 		– Sell
-15
Closed -$2K – 517
2019
Q4 		$2K Hold
15
– – ﹤0.01% 362
2019
Q3 		$2K Buy
+15
New +$1.67K ﹤0.01% 369

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Personal Wealth Partners's SJM Position: Q3 2021 in Review

Personal Wealth Partners sold out of J.M. Smucker (SJM) in Q3 2021, closing a stake of 200 shares — an estimated $26K sold.

Personal Wealth Partners first reported a position in SJM in Q3 2019 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 812 funds tracked by Wall St. Rank hold SJM as of Q3 2021.

  • Personal Wealth Partners reported no remaining J.M. Smucker position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 200 J.M. Smucker shares in Q3 2021, an estimated $26K.
  • Personal Wealth Partners first reported a position in J.M. Smucker in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's J.M. Smucker position peaked at $26K in Q2 2021.
  • 812 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.