American Portfolios Advisors’s New Jersey Resources NJR Stock Holding History

American Portfolios 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 Q3	$5.73K	Sell	148 -1,678	-92%	-$74.8K	﹤0.01%	2767
2022 Q2	$81.3K	Sell	1,826 -16	-0.9%	-$719	﹤0.01%	1511
2022 Q1	$84.5K	Sell	1,842 -8	-0.4%	-$333	﹤0.01%	1604
2021 Q4	$76K	Sell	1,850 -26	-1%	-$1K	﹤0.01%	1664
2021 Q3	$65.3K	Buy	1,876 +1,778	+1,814%	+$67.3K	﹤0.01%	1644
2021 Q2	$3.88K	Hold	98	–	–	﹤0.01%	2928
2021 Q1	$3.91K	Hold	98	–	–	﹤0.01%	2786
2020 Q4	$3.48K	Hold	98	–	–	﹤0.01%	2553
2020 Q3	$2.65K	Hold	98	–	–	﹤0.01%	2504
2020 Q2	$3.2K	Hold	98	–	–	﹤0.01%	2388
2020 Q1	$3.33K	Hold	98	–	–	﹤0.01%	2234
2019 Q4	$4.37K	Hold	98	–	–	﹤0.01%	2337
2019 Q3	$4.43K	Hold	98	–	–	﹤0.01%	2239
2019 Q2	$4.88K	Hold	98	–	–	﹤0.01%	2192
2019 Q1	$4.88K	Sell	98 -46	-32%	-$2.19K	﹤0.01%	2107
2018 Q4	$6.58K	Sell	144 -10	-6%	-$472	﹤0.01%	1775
2018 Q3	$7.1K	Hold	154	–	–	﹤0.01%	1876
2018 Q2	$6.89K	Hold	154	–	–	﹤0.01%	1861
2018 Q1	$6.17K	Hold	154	–	–	﹤0.01%	1804
2017 Q4	$6.19K	Buy	+154	New	+$6.62K	﹤0.01%	1754

Other funds holding NJR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Portfolios Advisors's NJR Position: Q3 2022 in Review

American Portfolios Advisors reduced its New Jersey Resources (NJR) stake by 92% in Q3 2022, selling an estimated $74.8K and leaving 148 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

American Portfolios Advisors first reported a position in NJR in Q4 2017 and has held it in 20 quarters since. The position peaked at $84.5K in Q1 2022. 287 funds tracked by Wall St. Rank hold NJR as of Q3 2022.

American Portfolios Advisors held 148 shares of New Jersey Resources worth $5.73K as of Q3 2022.
American Portfolios Advisors sold 1,678 New Jersey Resources shares in Q3 2022, an estimated $74.8K.
New Jersey Resources made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2767 holding.
American Portfolios Advisors first reported a position in New Jersey Resources in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's New Jersey Resources position peaked at $84.5K in Q1 2022.
287 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.