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

Avior 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
2024
Q2 		– Sell
-502
Closed -$21.5K – 3185
2024
Q1 		$21.5K Buy
+502
New +$21.2K ﹤0.01% 1570
2021
Q4 		– Sell
-1
Closed – – 1175
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1137
2021
Q2 		$0 Buy
+1
New +$42 ﹤0.01% 1104

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avior Wealth Management's NJR Position: Q2 2024 in Review

Avior Wealth Management sold out of New Jersey Resources (NJR) in Q2 2024, closing a stake of 502 shares — an estimated $21.5K sold.

Avior Wealth Management first reported a position in NJR in Q2 2021 and held it in 3 quarters. The position peaked at $21.5K in Q1 2024. 332 funds tracked by Wall St. Rank hold NJR as of Q2 2024.

  • Avior Wealth Management reported no remaining New Jersey Resources position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 502 New Jersey Resources shares in Q2 2024, an estimated $21.5K.
  • Avior Wealth Management first reported a position in New Jersey Resources in Q2 2021 and held it in 3 quarters.
  • Avior Wealth Management's New Jersey Resources position peaked at $21.5K in Q1 2024.
  • 332 funds tracked by Wall St. Rank held New Jersey Resources as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.