San Luis Wealth Advisors’s J.M. Smucker SJM Stock Holding History

San Luis 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
2022 Q2	–	Sell	-126	Closed	-$17K	–	362
2022 Q1	$17K	Buy	+126	New	+$17.2K	0.01%	322

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

San Luis Wealth Advisors's SJM Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2022, closing a stake of 126 shares — an estimated $17K sold.

San Luis Wealth Advisors first reported a position in SJM in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 861 funds tracked by Wall St. Rank hold SJM as of Q2 2022.

San Luis Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 126 J.M. Smucker shares in Q2 2022, an estimated $17K.
San Luis Wealth Advisors first reported a position in J.M. Smucker in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's J.M. Smucker position peaked at $17K in Q1 2022.
861 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.