RPWA
SJM icon

Regent Peak Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-67
Closed -$8K – 840
2020
Q4 		$8K Buy
+67
New +$7.79K ﹤0.01% 593

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's SJM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 67 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in SJM in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 67 J.M. Smucker shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's J.M. Smucker position peaked at $8K in Q4 2020.
  • 831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.