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Wipfli Financial Advisors’s J.M. Smucker SJM Stock Holding History

Wipfli Financial 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
2022
Q3 		$155K Buy
+1,127
New +$154K 0.01% 538

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's SJM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in J.M. Smucker (SJM) in Q3 2022: 1,127 shares worth $155K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings.

881 funds tracked by Wall St. Rank hold SJM as of Q3 2022.

  • Wipfli Financial Advisors held 1,127 shares of J.M. Smucker worth $155K as of Q3 2022.
  • J.M. Smucker was a new Wipfli Financial Advisors position in Q3 2022.
  • J.M. Smucker made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #538 holding.
  • 881 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.