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Prentice Wealth Management’s J.M. Smucker SJM Stock Holding History

Prentice Wealth Management’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
Q4 		– Sell
-75
Closed -$9K – 266
2021
Q3 		$9K Buy
75
+35
+88% +$4.45K ﹤0.01% 254
2021
Q2 		$5K Hold
40
– – ﹤0.01% 272
2021
Q1 		$5K Buy
+40
New +$4.72K ﹤0.01% 275

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Prentice Wealth Management's SJM Position: Q4 2021 in Review

Prentice Wealth Management sold out of J.M. Smucker (SJM) in Q4 2021, closing a stake of 75 shares — an estimated $9K sold.

Prentice Wealth Management first reported a position in SJM in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 892 funds tracked by Wall St. Rank hold SJM as of Q4 2021.

  • Prentice Wealth Management reported no remaining J.M. Smucker position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 75 J.M. Smucker shares in Q4 2021, an estimated $9K.
  • Prentice Wealth Management first reported a position in J.M. Smucker in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's J.M. Smucker position peaked at $9K in Q3 2021.
  • 892 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.