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TFO Wealth Partners’s J.M. Smucker SJM Stock Holding History

TFO Wealth Partners’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
-3
Closed -$378 – 642
2024
Q1 		$378 Hold
3
– – ﹤0.01% 332
2023
Q4 		$379 Hold
3
– – ﹤0.01% 430
2023
Q3 		$443 Hold
3
– – ﹤0.01% 493
2023
Q2 		$443 Hold
3
– – ﹤0.01% 309
2023
Q1 		$472 Buy
3
+2
+200% +$304 ﹤0.01% 259
2022
Q4 		$57 Buy
+1
New +$149 ﹤0.01% 845

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

TFO Wealth Partners's SJM Position: Q2 2024 in Review

TFO Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2024, closing a stake of 3 shares — an estimated $378 sold.

TFO Wealth Partners first reported a position in SJM in Q4 2022 and held it in 6 quarters. The position peaked at $472 in Q1 2023. 851 funds tracked by Wall St. Rank hold SJM as of Q2 2024.

  • TFO Wealth Partners reported no remaining J.M. Smucker position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 J.M. Smucker shares in Q2 2024, an estimated $378.
  • TFO Wealth Partners first reported a position in J.M. Smucker in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's J.M. Smucker position peaked at $472 in Q1 2023.
  • 851 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.