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Cassady Schiller Wealth Management’s New Jersey Resources NJR Stock Holding History

Cassady Schiller 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
Q4 		$746 Buy
+16
New +$758 ﹤0.01% 861

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

Cassady Schiller Wealth Management's NJR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in New Jersey Resources (NJR) in Q4 2024: 16 shares worth $746. The stake represents ﹤0.01% of the portfolio and ranks #861 among its holdings.

393 funds tracked by Wall St. Rank hold NJR as of Q4 2024.

  • Cassady Schiller Wealth Management held 16 shares of New Jersey Resources worth $746 as of Q4 2024.
  • New Jersey Resources was a new Cassady Schiller Wealth Management position in Q4 2024.
  • New Jersey Resources made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #861 holding.
  • 393 funds tracked by Wall St. Rank held New Jersey Resources as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.