TRUE Private Wealth Advisors’s J.M. Smucker SJM Stock Holding History

TRUE Private 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	-3,359	Closed	-$388K	–	617
2020 Q4	$388K	Sell	3,359 -1	-0%	-$116	0.07%	142
2020 Q3	$388K	Sell	3,360 -33	-1%	-$3.68K	0.07%	137
2020 Q2	$359K	Buy	3,393 +3,375	+18,750%	+$379K	0.07%	134
2020 Q1	$2K	Hold	18	–	–	﹤0.01%	614
2019 Q4	$1K	Buy	+18	New	+$1.91K	﹤0.01%	781
2019 Q3	–	Sell	-16	Closed	-$1K	–	624
2019 Q2	$1K	Buy	+16	New	+$1.95K	﹤0.01%	769
2018 Q4	–	Sell	-32	Closed	-$3.3K	–	794
2018 Q3	$3.3K	Buy	+32	New	+$3.5K	﹤0.01%	958

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRUE Private Wealth Advisors's SJM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2021, closing a stake of 3,359 shares — an estimated $388K sold.

TRUE Private Wealth Advisors first reported a position in SJM in Q3 2018 and held it in 7 quarters. The position peaked at $388K in Q4 2020. 831 funds tracked by Wall St. Rank hold SJM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,359 J.M. Smucker shares in Q1 2021, an estimated $388K.
TRUE Private Wealth Advisors first reported a position in J.M. Smucker in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's J.M. Smucker position peaked at $388K in Q4 2020.
831 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.