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

AllSquare 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
2019
Q4 		– Sell
-800
Closed -$36K – 462
2019
Q3 		$36K Buy
+800
New +$37.5K 0.03% 218

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Dimensional Fund Advisors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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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

AllSquare Wealth Management's NJR Position: Q4 2019 in Review

AllSquare Wealth Management sold out of New Jersey Resources (NJR) in Q4 2019, closing a stake of 800 shares — an estimated $36K sold.

AllSquare Wealth Management first reported a position in NJR in Q3 2019 and held it in 1 quarter. The position peaked at $36K in Q3 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • AllSquare Wealth Management reported no remaining New Jersey Resources position as of Q4 2019 after selling out during the quarter.
  • AllSquare Wealth Management sold 800 New Jersey Resources shares in Q4 2019, an estimated $36K.
  • AllSquare Wealth Management first reported a position in New Jersey Resources in Q3 2019 and held it in 1 quarter.
  • AllSquare Wealth Management's New Jersey Resources position peaked at $36K in Q3 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on AllSquare Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.