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Carolinas Wealth Consulting’s New Jersey Resources NJR Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-27
Closed -$1.28K – 1087
2023
Q2 		$1.28K Hold
27
– – ﹤0.01% 876
2023
Q1 		$1.45K Buy
+27
New +$1.38K ﹤0.01% 850

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's NJR Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of New Jersey Resources (NJR) in Q3 2023, closing a stake of 27 shares — an estimated $1.28K sold.

Carolinas Wealth Consulting first reported a position in NJR in Q1 2023 and held it in 2 quarters. The position peaked at $1.45K in Q1 2023. 320 funds tracked by Wall St. Rank hold NJR as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining New Jersey Resources position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 27 New Jersey Resources shares in Q3 2023, an estimated $1.28K.
  • Carolinas Wealth Consulting first reported a position in New Jersey Resources in Q1 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's New Jersey Resources position peaked at $1.45K in Q1 2023.
  • 320 funds tracked by Wall St. Rank held New Jersey Resources as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.