WealthPLAN Partners’s J.M. Smucker SJM Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-773	Closed	-$114K	–	1022
2023 Q2	$114K	Hold	773	–	–	0.02%	374
2023 Q1	$122K	Buy	+773	New	+$117K	0.01%	385
2017 Q2	–	Sell	-46	Closed	-$5.98K	–	380
2017 Q1	$5.98K	Buy	+46	New	+$6.25K	0.02%	328
2016 Q3	$533	Sell	4 -3	-43%	-$440	﹤0.01%	920
2016 Q2	$610	Buy	+7	New	+$931	﹤0.01%	2357
2015 Q4	$7.24K	Buy	+772	New	+$92K	﹤0.01%	1244
2015 Q2	–	Sell	-34	Closed	-$4K	–	496
2015 Q1	$4K	Buy	+34	New	+$3.73K	﹤0.01%	443

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WealthPLAN Partners's SJM Position: Q3 2023 in Review

WealthPLAN Partners sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 773 shares — an estimated $114K sold.

WealthPLAN Partners first reported a position in SJM in Q1 2015 and held it in 7 quarters. The position peaked at $122K in Q1 2023. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

WealthPLAN Partners reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 773 J.M. Smucker shares in Q3 2023, an estimated $114K.
WealthPLAN Partners first reported a position in J.M. Smucker in Q1 2015 and held it in 7 quarters.
WealthPLAN Partners's J.M. Smucker position peaked at $122K in Q1 2023.
884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.