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BDO Wealth Advisors’s New Jersey Resources NJR Stock Holding History

BDO Wealth 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
2019
Q4 		– Sell
-80
Closed -$4K – 622
2019
Q3 		$4K Hold
80
– – ﹤0.01% 545
2019
Q2 		$4K Hold
80
– – ﹤0.01% 536
2019
Q1 		$4K Buy
+80
New +$3.81K ﹤0.01% 509

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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

BDO Wealth Advisors's NJR Position: Q4 2019 in Review

BDO Wealth Advisors sold out of New Jersey Resources (NJR) in Q4 2019, closing a stake of 80 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in NJR in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 290 funds tracked by Wall St. Rank hold NJR as of Q4 2019.

  • BDO Wealth Advisors reported no remaining New Jersey Resources position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 80 New Jersey Resources shares in Q4 2019, an estimated $4K.
  • BDO Wealth Advisors first reported a position in New Jersey Resources in Q1 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's New Jersey Resources position peaked at $4K in Q3 2019.
  • 290 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.