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Prime Capital Investment Advisors’s J.M. Smucker SJM Stock Holding History

Prime Capital Investment 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
2021
Q2 		– Sell
-1
Closed – – 520
2021
Q1 		$0 Buy
+1
New +$118 ﹤0.01% 499
2020
Q3 		– Sell
-1
Closed – – 498
2020
Q2 		$0 Sell
1
-4
-80% -$449 ﹤0.01% 518
2020
Q1 		$1K Buy
5
+4
+400% +$428 ﹤0.01% 473
2019
Q4 		$0 Sell
1
-33,400
-100% -$3.54M ﹤0.01% 638
2019
Q3 		$3.67M Buy
33,401
+17,557
+111% +$1.96M 0.57% 45
2019
Q2 		$1.82M Buy
15,844
+15,666
+8,801% +$1.91M 0.33% 94
2019
Q1 		$21K Buy
+178
New +$18.6K 0.01% 238
2018
Q4 		– Sell
-1
Closed – – 421
2018
Q3 		$0 Buy
+1
New +$109 ﹤0.01% 345

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State Street
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Massachusetts Financial Services
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LSV Asset Management
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Stifel Financial
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Geode Capital Management
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CIP
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return