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Aaron Wealth Advisors’s New Jersey Resources NJR Stock Holding History

Aaron Wealth Advisors’s Portfolio NJR Stock Details NJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-51,133
Closed -$1.11M – 615
2022
Q1 		$1.11M Buy
+51,133
New +$2.13M 0.02% 338

Other funds holding NJR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aaron Wealth Advisors's NJR Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of New Jersey Resources (NJR) in Q2 2022, closing a stake of 51,133 shares — an estimated $1.11M sold.

Aaron Wealth Advisors first reported a position in NJR in Q1 2022 and held it in 1 quarter. The position peaked at $1.11M in Q1 2022. 283 funds tracked by Wall St. Rank hold NJR as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining New Jersey Resources position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 51,133 New Jersey Resources shares in Q2 2022, an estimated $1.11M.
  • Aaron Wealth Advisors first reported a position in New Jersey Resources in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's New Jersey Resources position peaked at $1.11M in Q1 2022.
  • 283 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.