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

SeaCrest 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
2024
Q2 		– Sell
-1,599
Closed -$201K – 637
2024
Q1 		$201K Buy
+1,599
New +$202K 0.02% 570
2023
Q3 		– Sell
-1,533
Closed -$226K – 645
2023
Q2 		$226K Buy
1,533
+16
+1% +$2.44K 0.03% 545
2023
Q1 		$239K Buy
1,517
+137
+10% +$20.8K 0.03% 534
2022
Q4 		$219K Buy
+1,380
New +$206K 0.03% 534
2022
Q3 		– Sell
-1,255
Closed -$161K – 1364
2022
Q2 		$161K Buy
+1,255
New +$167K 0.02% 688
2019
Q2 		– Sell
-624
Closed -$73K – 1634
2019
Q1 		$73K Buy
624
+82
+15% +$8.57K 0.01% 812
2018
Q4 		$51K Buy
542
+9
+2% +$940 0.01% 890
2018
Q3 		$55K Buy
533
+34
+7% +$3.71K 0.01% 962
2018
Q2 		$54K Buy
499
+19
+4% +$2.13K 0.01% 955
2018
Q1 		$59K Buy
480
+70
+17% +$8.74K 0.01% 883
2017
Q4 		$51K Buy
+410
New +$45.6K 0.01% 957

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SeaCrest Wealth Management's SJM Position: Q2 2024 in Review

SeaCrest Wealth Management sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 1,599 shares — an estimated $201K sold.

SeaCrest Wealth Management first reported a position in SJM in Q4 2017 and held it in 11 quarters. The position peaked at $239K in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • SeaCrest Wealth Management reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,599 J.M. Smucker shares in Q2 2024, an estimated $201K.
  • SeaCrest Wealth Management first reported a position in J.M. Smucker in Q4 2017 and held it in 11 quarters.
  • SeaCrest Wealth Management's J.M. Smucker position peaked at $239K in Q1 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on SeaCrest Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.