U.S. Capital Wealth Advisors’s J.M. Smucker SJM Stock Holding History

U.S. Capital 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
2023 Q1	–	Sell	-203	Closed	-$32.2K	–	1379
2022 Q4	$32.2K	Buy	+203	New	+$30.2K	﹤0.01%	990

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

U.S. Capital Wealth Advisors's SJM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2023, closing a stake of 203 shares — an estimated $32.2K sold.

U.S. Capital Wealth Advisors first reported a position in SJM in Q4 2022 and held it in 1 quarter. The position peaked at $32.2K in Q4 2022. 943 funds tracked by Wall St. Rank hold SJM as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 203 J.M. Smucker shares in Q1 2023, an estimated $32.2K.
U.S. Capital Wealth Advisors first reported a position in J.M. Smucker in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's J.M. Smucker position peaked at $32.2K in Q4 2022.
943 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.