Wealthcare Advisory Partners’s J.M. Smucker SJM Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-96	Closed	-$12K	–	1652
2021 Q1	$12K	Buy	+96	New	+$11.3K	﹤0.01%	1400
2020 Q2	–	Sell	-77	Closed	-$9K	–	1177
2020 Q1	$9K	Hold	77	–	–	﹤0.01%	957
2019 Q4	$8K	Buy	77 +1	+1%	+$106	﹤0.01%	1012
2019 Q3	$8K	Hold	76	–	–	﹤0.01%	980
2019 Q2	$9K	Buy	76 +1	+1%	+$122	﹤0.01%	944
2019 Q1	$9K	Hold	75	–	–	﹤0.01%	846
2018 Q4	$7K	Hold	75	–	–	﹤0.01%	872
2018 Q3	$8K	Buy	75 +1	+1%	+$109	﹤0.01%	909
2018 Q2	$8K	Hold	74	–	–	﹤0.01%	904
2018 Q1	$9K	Sell	74 -2	-3%	-$250	﹤0.01%	758
2017 Q4	$9K	Buy	76 +18	+31%	+$2K	﹤0.01%	703
2017 Q3	$6K	Buy	+58	New	+$6.63K	﹤0.01%	622

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 $3.38T AUM 44.17% 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

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's SJM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of J.M. Smucker (SJM) in Q2 2021, closing a stake of 96 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in SJM in Q3 2017 and held it in 12 quarters. The position peaked at $12K in Q1 2021. 843 funds tracked by Wall St. Rank hold SJM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining J.M. Smucker position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 96 J.M. Smucker shares in Q2 2021, an estimated $12K.
Wealthcare Advisory Partners first reported a position in J.M. Smucker in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's J.M. Smucker position peaked at $12K in Q1 2021.
843 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.