Accurate Wealth Management’s South Jersey Industries, Inc. SJI Stock Holding History

Accurate Wealth Management’s Portfolio SJI Stock Details SJI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-50	Closed	-$1.79K	–	1588
2022 Q4	$1.79K	Buy	+50	New	+$1.73K	﹤0.01%	1235

Other funds holding SJI

MFG

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Accurate Wealth Management's SJI Position: Q1 2023 in Review

Accurate Wealth Management sold out of South Jersey Industries, Inc. (SJI) in Q1 2023, closing a stake of 50 shares — an estimated $1.79K sold.

Accurate Wealth Management first reported a position in SJI in Q4 2022 and held it in 1 quarter. The position peaked at $1.79K in Q4 2022. 2 funds tracked by Wall St. Rank hold SJI as of Q1 2023.

Accurate Wealth Management reported no remaining South Jersey Industries, Inc. position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 50 South Jersey Industries, Inc. shares in Q1 2023, an estimated $1.79K.
Accurate Wealth Management first reported a position in South Jersey Industries, Inc. in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's South Jersey Industries, Inc. position peaked at $1.79K in Q4 2022.
2 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.