Atria Wealth Solutions’s New Jersey Resources NJR Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-13,699	Closed	-$645K	–	2013
2024 Q4	$645K	Sell	13,699 -380	-3%	-$18K	0.01%	1129
2024 Q3	$670K	Buy	14,079 +935	+7%	+$42.7K	0.01%	1095
2024 Q2	$567K	Buy	13,144 +2,551	+24%	+$110K	0.01%	1181
2024 Q1	$459K	Buy	+10,593	New	+$447K	0.01%	1308
2023 Q2	–	Sell	-3,912	Closed	-$210K	–	1948
2023 Q1	$210K	Buy	+3,912	New	+$199K	﹤0.01%	1651

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atria Wealth Solutions's NJR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of New Jersey Resources (NJR) in Q1 2025, closing a stake of 13,699 shares — an estimated $645K sold.

Atria Wealth Solutions first reported a position in NJR in Q1 2023 and held it in 5 quarters. The position peaked at $670K in Q3 2024. 401 funds tracked by Wall St. Rank hold NJR as of Q1 2025.

Atria Wealth Solutions reported no remaining New Jersey Resources position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 13,699 New Jersey Resources shares in Q1 2025, an estimated $645K.
Atria Wealth Solutions first reported a position in New Jersey Resources in Q1 2023 and held it in 5 quarters.
Atria Wealth Solutions's New Jersey Resources position peaked at $670K in Q3 2024.
401 funds tracked by Wall St. Rank held New Jersey Resources as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.