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Accel Wealth Management’s New Jersey Resources NJR Stock Holding History

Accel Wealth Management’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
2021
Q2 		– Sell
-375
Closed -$15K – 917
2021
Q1 		$15K Buy
+375
New +$14.3K 0.01% 574

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accel Wealth Management's NJR Position: Q2 2021 in Review

Accel Wealth Management sold out of New Jersey Resources (NJR) in Q2 2021, closing a stake of 375 shares — an estimated $15K sold.

Accel Wealth Management first reported a position in NJR in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 265 funds tracked by Wall St. Rank hold NJR as of Q2 2021.

  • Accel Wealth Management reported no remaining New Jersey Resources position as of Q2 2021 after selling out during the quarter.
  • Accel Wealth Management sold 375 New Jersey Resources shares in Q2 2021, an estimated $15K.
  • Accel Wealth Management first reported a position in New Jersey Resources in Q1 2021 and held it in 1 quarter.
  • Accel Wealth Management's New Jersey Resources position peaked at $15K in Q1 2021.
  • 265 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2021.

Based on Accel Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.