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Capital Performance Advisors’s New Jersey Resources NJR Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-250
Closed -$11.8K – 1775
2024
Q3 		$11.8K Buy
+250
New +$11.4K ﹤0.01% 772

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's NJR Position: Q4 2024 in Review

Capital Performance Advisors sold out of New Jersey Resources (NJR) in Q4 2024, closing a stake of 250 shares — an estimated $11.8K sold.

Capital Performance Advisors first reported a position in NJR in Q3 2024 and held it in 1 quarter. The position peaked at $11.8K in Q3 2024. 393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

  • Capital Performance Advisors reported no remaining New Jersey Resources position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 250 New Jersey Resources shares in Q4 2024, an estimated $11.8K.
  • Capital Performance Advisors first reported a position in New Jersey Resources in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's New Jersey Resources position peaked at $11.8K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.